ARIS
Advanced Research Investment Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,533
| Closed | -$210K | – | 226 |
|
|
2021
Q4 | $210K | Hold |
2,533
| – | – | 0.08% | 47 |
|
|
2021
Q3 | $198K | Hold |
2,533
| – | – | 0.1% | 29 |
|
|
2021
Q2 | $201K | Hold |
2,533
| – | – | 0.18% | 19 |
|
|
2021
Q1 | $187K | Hold |
2,533
| – | – | 0.22% | 15 |
|
|
2020
Q4 | $174K | Buy |
+2,533
| New | +$174K | 0.26% | 11 |
|