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WCG Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

WCG Wealth Advisors’s Portfolio IWR Stock Details IWR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,807
Closed -$995K – 286
2023
Q4 		$995K Buy
12,807
+462
+4% +$35.9K 0.07% 206
2023
Q3 		$855K Buy
+12,345
New +$855K 0.06% 211