WR Wealth Planners’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
$32.6K Buy
369
+294
+392% +$26K 0.01% 373
2024
Q3
$6.61K Sell
75
-22
-23% -$1.94K ﹤0.01% 694
2024
Q2
$7.87K Buy
97
+38
+64% +$3.08K ﹤0.01% 643
2024
Q1
$4.96K Buy
+59
New +$4.96K ﹤0.01% 722