Winch Advisory Services’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
2025
Q1
Sell
-13
Closed -$1.16K 522
2024
Q4
$1.16K Hold
13
﹤0.01% 471
2024
Q3
$1.15K Buy
+13
New +$1.15K ﹤0.01% 396
2015
Q2
Sell
-132
Closed -$6K 318
2015
Q1
$6K Buy
+132
New +$6K ﹤0.01% 188