AAM
Autus Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,530
| Closed | -$294K | – | 169 |
|
|
2021
Q4 | $294K | Sell |
3,530
-15
| -0.4% | -$1.25K | 0.03% | 154 |
|
|
2021
Q3 | $277K | Sell |
3,545
-58
| -2% | -$4.53K | 0.03% | 147 |
|
|
2021
Q2 | $285K | Hold |
3,603
| – | – | 0.03% | 145 |
|
|
2021
Q1 | $266K | Buy |
+3,603
| New | +$266K | 0.03% | 148 |
|