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 |
|