American Portfolios Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $3.2M | Sell |
51,439
-888
| -2% | -$55.2K | 0.14% | 158 |
|
|
2022
Q2 | $3.38M | Sell |
52,327
-1,642
| -3% | -$106K | 0.14% | 153 |
|
|
2022
Q1 | $4.21M | Buy |
53,969
+1,437
| +3% | +$112K | 0.14% | 141 |
|
|
2021
Q4 | $4.36M | Buy |
52,532
+1,416
| +3% | +$118K | 0.15% | 138 |
|
|
2021
Q3 | $4M | Buy |
51,116
+2,362
| +5% | +$185K | 0.15% | 129 |
|
|
2021
Q2 | $3.86M | Sell |
48,754
-615
| -1% | -$48.7K | 0.15% | 131 |
|
|
2021
Q1 | $3.65M | Sell |
49,369
-156
| -0.3% | -$11.5K | 0.16% | 120 |
|
|
2020
Q4 | $3.39M | Sell |
49,525
-2,397
| -5% | -$164K | 0.17% | 113 |
|
|
2020
Q3 | $2.98M | Buy |
51,922
+868
| +2% | +$49.8K | 0.17% | 118 |
|
|
2020
Q2 | $2.74M | Buy |
51,054
+3,345
| +7% | +$179K | 0.18% | 121 |
|
|
2020
Q1 | $2.06M | Sell |
47,709
-115
| -0.2% | -$4.97K | 0.17% | 133 |
|
|
2019
Q4 | $2.85M | Sell |
47,824
-1,807
| -4% | -$108K | 0.2% | 116 |
|
|
2019
Q3 | $2.78M | Buy |
49,631
+52
| +0.1% | +$2.91K | 0.23% | 102 |
|
|
2019
Q2 | $2.77M | Sell |
49,579
-1,017
| -2% | -$56.8K | 0.23% | 97 |
|
|
2019
Q1 | $2.73M | Sell |
50,596
-533
| -1% | -$28.8K | 0.26% | 91 |
|
|
2018
Q4 | $2.38M | Buy |
51,129
+4,825
| +10% | +$224K | 0.29% | 82 |
|
|
2018
Q3 | $2.55M | Buy |
46,304
+4,500
| +11% | +$248K | 0.29% | 75 |
|
|
2018
Q2 | $2.22M | Buy |
41,804
+1,288
| +3% | +$68.3K | 0.3% | 70 |
|
|
2018
Q1 | $2.09M | Buy |
40,516
+8
| +0% | +$413 | 0.31% | 67 |
|
|
2017
Q4 | $2.11M | Buy |
+40,508
| New | +$2.11M | 0.33% | 62 |
|