American Financial Network Advisory Services’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
Q3 | $446K | Sell |
7,964
-4,929
| -38% | -$276K | 0.67% | 37 |
|
|
2019
Q2 | $714K | Sell |
12,893
-2,016
| -14% | -$112K | 0.56% | 40 |
|
|
2019
Q1 | $794K | Sell |
14,909
-1,243
| -8% | -$66.2K | 0.59% | 36 |
|
|
2018
Q4 | $751K | Sell |
16,152
-1,496
| -8% | -$69.6K | 0.53% | 55 |
|
|
2018
Q3 | $978K | Buy |
17,648
+17,476
| +10,160% | +$968K | 0.52% | 56 |
|
|
2018
Q2 | $1.05K | Hold |
172
| – | – | 0.57% | 52 |
|
|
2018
Q1 | $1.03K | Sell |
172
-27,104
| -99% | -$162K | 0.54% | 52 |
|
|
2017
Q4 | $1.42M | Sell |
27,276
-10,800
| -28% | -$562K | 0.6% | 45 |
|
|
2017
Q3 | $1.88M | Buy |
+38,076
| New | +$1.88M | 0.81% | 28 |
|