Altavista Wealth Management’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
Q4
$677K Hold
8,157
0.14% 111
2021
Q3
$638K Hold
8,157
0.14% 107
2021
Q2
$646K Buy
8,157
+957
+13% +$75.8K 0.14% 105
2021
Q1
$532K Hold
7,200
0.13% 109
2020
Q4
$494K Hold
7,200
0.13% 110
2020
Q3
$413K Hold
7,200
0.11% 111
2020
Q2
$386K Hold
7,200
0.11% 114
2020
Q1
$311K Hold
7,200
0.11% 124
2019
Q4
$429K Hold
7,200
0.13% 111
2019
Q3
$403K Hold
7,200
0.13% 113
2019
Q2
$402K Hold
7,200
0.13% 108
2019
Q1
$388K Hold
7,200
0.14% 111
2018
Q4
$335K Hold
7,200
0.14% 111
2018
Q3
$397K Sell
7,200
-216
-3% -$11.9K 0.15% 111
2018
Q2
$393K Buy
7,416
+216
+3% +$11.4K 0.16% 105
2018
Q1
$372K Sell
7,200
-400
-5% -$20.7K 0.16% 107
2017
Q4
$395K Hold
7,600
0.17% 106
2017
Q3
$375K Hold
7,600
0.18% 92
2017
Q2
$365K Sell
7,600
-400
-5% -$19.2K 0.18% 91
2017
Q1
$374K Hold
8,000
0.19% 89
2016
Q4
$358K Hold
8,000
0.19% 87
2016
Q3
$349K Hold
8,000
0.19% 93
2016
Q2
$336K Hold
8,000
0.19% 96
2016
Q1
$326K Hold
8,000
0.18% 97
2015
Q4
$320K Hold
8,000
0.19% 94
2015
Q3
$311K Hold
8,000
0.2% 92
2015
Q2
$341K Hold
8,000
0.21% 91
2015
Q1
$346K Sell
8,000
-2,000
-20% -$86.5K 0.21% 92
2014
Q4
$418K Sell
10,000
-2,000
-17% -$83.6K 0.26% 82
2014
Q3
$475K Sell
12,000
-2,000
-14% -$79.2K 0.31% 67
2014
Q2
$569K Hold
14,000
0.35% 66
2014
Q1
$542K Sell
14,000
-416
-3% -$16.1K 0.33% 76
2013
Q4
$541K Buy
14,416
+416
+3% +$15.6K 0.33% 74
2013
Q3
$487K Hold
14,000
0.32% 77
2013
Q2
$455K Buy
+14,000
New +$455K 0.31% 74