Advisor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $18M | Buy |
302,219
+18,043
| +6% | +$1.08M | 0.12% | 154 |
|
|
2019
Q3 | $15.9M | Buy |
284,176
+7,669
| +3% | +$429K | 0.12% | 159 |
|
|
2019
Q2 | $15.5M | Buy |
276,507
+560
| +0.2% | +$31.3K | 0.12% | 153 |
|
|
2019
Q1 | $14.9M | Buy |
275,947
+38,879
| +16% | +$2.1M | 0.12% | 150 |
|
|
2018
Q4 | $11M | Buy |
237,068
+65,264
| +38% | +$3.03M | 0.11% | 165 |
|
|
2018
Q3 | $9.48M | Buy |
171,804
+57,036
| +50% | +$3.15M | 0.1% | 189 |
|
|
2018
Q2 | $6.09M | Sell |
114,768
-3,672
| -3% | -$195K | 0.08% | 218 |
|
|
2018
Q1 | $6.12M | Sell |
118,440
-564
| -0.5% | -$29.1K | 0.08% | 212 |
|
|
2017
Q4 | $6.2M | Buy |
119,004
+10,764
| +10% | +$561K | 0.08% | 216 |
|
|
2017
Q3 | $5.34M | Buy |
108,240
+1,180
| +1% | +$58.2K | 0.08% | 210 |
|
|
2017
Q2 | $5.14M | Buy |
107,060
+4,268
| +4% | +$205K | 0.09% | 219 |
|
|
2017
Q1 | $4.81M | Sell |
102,792
-38,656
| -27% | -$1.81M | 0.1% | 223 |
|
|
2016
Q4 | $6.32M | Buy |
141,448
+41,464
| +41% | +$1.85M | 0.14% | 158 |
|
|
2016
Q3 | $4.36M | Sell |
99,984
-9,444
| -9% | -$412K | 0.1% | 213 |
|
|
2016
Q2 | $4.6M | Buy |
+109,428
| New | +$4.6M | 0.12% | 193 |
|