True Wealth Design’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q4
Sell
-234
Closed -$16.2K 799
2023
Q3
$16.2K Hold
234
0.01% 187
2023
Q2
$17.1K Hold
234
0.01% 194
2023
Q1
$16.4K Sell
234
-234
-50% -$16.4K 0.01% 213
2022
Q4
$31.6K Buy
+468
New +$31.6K 0.01% 170