American Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-19,014
| Closed | -$821K | – | 137 |
|
|
2020
Q1 | $821K | Hold |
19,014
| – | – | 0.31% | 58 |
|
|
2019
Q4 | $1.13M | Buy |
19,014
+818
| +4% | +$48.8K | 0.34% | 47 |
|
|
2019
Q3 | $1.02M | Hold |
18,196
| – | – | 0.32% | 51 |
|
|
2019
Q2 | $1.02M | Hold |
18,196
| – | – | 0.32% | 51 |
|
|
2019
Q1 | $982K | Hold |
18,196
| – | – | 0.31% | 46 |
|
|
2018
Q4 | $846K | Hold |
18,196
| – | – | 0.3% | 56 |
|
|
2018
Q3 | $1M | Hold |
18,196
| – | – | 0.34% | 48 |
|
|
2018
Q2 | $965K | Hold |
18,196
| – | – | 0.33% | 54 |
|
|
2018
Q1 | $939K | Buy |
+18,196
| New | +$939K | 0.33% | 56 |
|