Acorn Wealth Advisors’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
2018
Q3
Sell
-1,448
Closed -$77K 288
2018
Q2
$77K Hold
1,448
0.07% 203
2018
Q1
$75K Hold
1,448
0.06% 202
2017
Q4
$77K Buy
+1,448
New +$73.5K 0.07% 193

Other funds holding IWR

Acorn Wealth Advisors's IWR Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of iShares Russell Mid-Cap ETF (IWR) in Q3 2018, closing a stake of 1,448 shares — an estimated $77K sold.

Acorn Wealth Advisors first reported a position in IWR in Q4 2017 and held it in 3 quarters. The position peaked at $77K in Q2 2018. 688 funds tracked by Wall St. Rank hold IWR as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining iShares Russell Mid-Cap ETF position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,448 iShares Russell Mid-Cap ETF shares in Q3 2018, an estimated $77K.
  • Acorn Wealth Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's iShares Russell Mid-Cap ETF position peaked at $77K in Q2 2018.
  • 688 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.