Zullo Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-576
| Closed | -$38.9K | – | 432 |
|
|
2022
Q4 | $38.9K | Hold |
576
| – | – | 0.02% | 312 |
|
|
2022
Q3 | $36K | Hold |
576
| – | – | 0.02% | 317 |
|
|
2022
Q2 | $37K | Hold |
576
| – | – | 0.02% | 319 |
|
|
2022
Q1 | $45K | Hold |
576
| – | – | 0.02% | 308 |
|
|
2021
Q4 | $48K | Buy |
+576
| New | +$48K | 0.02% | 312 |
|