Valtinson Bruner Financial Planning’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
2021
Q4
$314K Buy
2021
Q3
$290K Sell
2021
Q2
$2.17M Sell
2021
Q1
$4.38M Buy