Altavista Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $677K | Hold |
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|
2021
Q3 | $638K | Hold |
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|
2021
Q2 | $646K | Buy |
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|
2021
Q1 | $532K | Hold |
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|
2020
Q4 | $494K | Hold |
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|
2020
Q3 | $413K | Hold |
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|
2020
Q2 | $386K | Hold |
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|
2020
Q1 | $311K | Hold |
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|
2019
Q4 | $429K | Hold |
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|
2019
Q3 | $403K | Hold |
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|
2019
Q2 | $402K | Hold |
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|
2019
Q1 | $388K | Hold |
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|
2018
Q4 | $335K | Hold |
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|
2018
Q3 | $397K | Sell |
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|
2018
Q2 | $393K | Buy |
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|
2018
Q1 | $372K | Sell |
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|
2017
Q4 | $395K | Hold |
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|
2017
Q3 | $375K | Hold |
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|
2017
Q2 | $365K | Sell |
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|
2017
Q1 | $374K | Hold |
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|
2016
Q4 | $358K | Hold |
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|
2016
Q3 | $349K | Hold |
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|
2016
Q2 | $336K | Hold |
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|
2016
Q1 | $326K | Hold |
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|
2015
Q4 | $320K | Hold |
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|
2015
Q3 | $311K | Hold |
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|
2015
Q2 | $341K | Hold |
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|
2015
Q1 | $346K | Sell |
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|
2014
Q4 | $418K | Sell |
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|
2014
Q3 | $475K | Sell |
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|
2014
Q2 | $569K | Hold |
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|
2014
Q1 | $542K | Sell |
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|
2013
Q4 | $541K | Buy |
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|
2013
Q3 | $487K | Hold |
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|
2013
Q2 | $455K | Buy |
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