AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $6.29M | Buy |
79,367
+7,518
| +10% | +$596K | 0.41% | 43 |
|
|
2021
Q1 | $5.31M | Buy |
71,849
+1,662
| +2% | +$123K | 0.38% | 45 |
|
|
2020
Q4 | $4.81M | Buy |
70,187
+14,390
| +26% | +$986K | 0.37% | 45 |
|
|
2020
Q3 | $3.2M | Sell |
55,797
-14,520
| -21% | -$833K | 0.29% | 47 |
|
|
2020
Q2 | $3.77M | Buy |
70,317
+30,914
| +78% | +$1.66M | 0.41% | 41 |
|
|
2020
Q1 | $1.7M | Sell |
39,403
-1,220
| -3% | -$52.7K | 0.18% | 61 |
|
|
2019
Q4 | $2.42M | Buy |
40,623
+419
| +1% | +$25K | 0.21% | 54 |
|
|
2019
Q3 | $2.25M | Sell |
40,204
-10,824
| -21% | -$605K | 0.21% | 51 |
|
|
2019
Q2 | $2.85M | Buy |
51,028
+4,569
| +10% | +$255K | 0.27% | 51 |
|
|
2019
Q1 | $2.51M | Sell |
46,459
-68,174
| -59% | -$3.68M | 0.24% | 54 |
|
|
2018
Q4 | $5.33M | Buy |
114,633
+9,569
| +9% | +$445K | 0.6% | 30 |
|
|
2018
Q3 | $5.79M | Buy |
105,064
+884
| +0.8% | +$48.7K | 0.63% | 31 |
|
|
2018
Q2 | $5.53M | Buy |
104,180
+3,200
| +3% | +$170K | 0.88% | 25 |
|
|
2018
Q1 | $5.21M | Buy |
100,980
+1,124
| +1% | +$58K | 0.9% | 24 |
|
|
2017
Q4 | $5.2M | Buy |
+99,856
| New | +$5.2M | 0.99% | 23 |
|