Valley Wealth Managers’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
Q1
Sell
-300
Closed -$20.2K 412
2022
Q4
$20.2K Hold
300
﹤0.01% 269
2022
Q3
$19K Hold
300
﹤0.01% 292
2022
Q2
$19K Buy
+300
New +$19K ﹤0.01% 298