Voisard Asset Management Group’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
2024
Q4
Sell
-1,374
Closed -$121K 375
2024
Q3
$121K Hold
1,374
0.05% 118
2024
Q2
$111K Sell
1,374
-664
-33% -$53.8K 0.05% 93
2024
Q1
$171K Hold
2,038
0.1% 58
2023
Q4
$158K Buy
+2,038
New +$158K 0.1% 59