Wealth CMT’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
2023
Q2
Sell
2023
Q1
$789K Buy
2022
Q4
$744K Sell
2022
Q3
$686K Buy
2022
Q2
$683K Sell
2022
Q1
$976K Buy
2021
Q4
$1.03M Buy
2021
Q3
Sell
2021
Q2
$1M Sell
2021
Q1
$977K Sell
2020
Q4
$939K Sell
2020
Q3
$1.33M Sell
2020
Q2
$1.27M Buy
2020
Q1
$991K Buy
2019
Q4
$217K Buy