Accredited Investors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,581
| Closed | -$123K | – | 183 |
|
|
2022
Q1 | $123K | Sell |
1,581
-2,360
| -60% | -$184K | 0.01% | 177 |
|
|
2021
Q4 | $327K | Hold |
3,941
| – | – | 0.03% | 142 |
|
|
2021
Q3 | $308K | Hold |
3,941
| – | – | 0.03% | 131 |
|
|
2021
Q2 | $312K | Hold |
3,941
| – | – | 0.03% | 130 |
|
|
2021
Q1 | $291K | Hold |
3,941
| – | – | 0.04% | 129 |
|
|
2020
Q4 | $270K | Hold |
3,941
| – | – | 0.05% | 124 |
|
|
2020
Q3 | $226K | Hold |
3,941
| – | – | 0.05% | 123 |
|
|
2020
Q2 | $211K | Buy |
+3,941
| New | +$211K | 0.04% | 121 |
|
|
2020
Q1 | – | Sell |
-3,490
| Closed | -$208K | – | 139 |
|
|
2019
Q4 | $208K | Buy |
+3,490
| New | +$208K | 0.04% | 138 |
|
|
2019
Q3 | – | Sell |
-4,021
| Closed | -$225K | – | 138 |
|
|
2019
Q2 | $225K | Hold |
4,021
| – | – | 0.04% | 123 |
|
|
2019
Q1 | $217K | Buy |
+4,021
| New | +$217K | 0.04% | 127 |
|
|
2018
Q4 | – | Sell |
-3,792
| Closed | -$209K | – | 132 |
|
|
2018
Q3 | $209K | Buy |
+3,792
| New | +$209K | 0.05% | 121 |
|