AWA
ARS Wealth Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $394K | Buy |
4,968
+1
| +0% | +$79 | 0.07% | 91 |
|
|
2021
Q1 | $367K | Buy |
4,967
+1
| +0% | +$74 | 0.08% | 89 |
|
|
2020
Q4 | $340K | Buy |
4,966
+1
| +0% | +$68 | 0.07% | 91 |
|
|
2020
Q3 | $285K | Buy |
4,965
+2
| +0% | +$115 | 0.08% | 83 |
|
|
2020
Q2 | $266K | Buy |
4,963
+2
| +0% | +$107 | 0.08% | 82 |
|
|
2020
Q1 | $214K | Buy |
4,961
+3
| +0.1% | +$129 | 0.09% | 82 |
|
|
2019
Q4 | $296K | Buy |
+4,958
| New | +$296K | 0.09% | 89 |
|
|
2018
Q4 | – | Sell |
-1,065
| Closed | -$235K | – | 113 |
|
|
2018
Q3 | $235K | Hold |
1,065
| – | – | 0.08% | 106 |
|
|
2018
Q2 | $226K | Sell |
1,065
-48
| -4% | -$10.2K | 0.08% | 104 |
|
|
2018
Q1 | $230K | Buy |
+1,113
| New | +$230K | 0.09% | 108 |
|