B. Riley Wealth Management’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
Q2 | $6.06K | Buy |
93,672
+15,769
| +20% | +$1.02K | 0.01% | 135 |
|
|
2022
Q1 | $6.08M | Sell |
77,903
-1,759
| -2% | -$137K | 0.47% | 52 |
|
|
2021
Q4 | $6.61M | Buy |
79,662
+2,124
| +3% | +$176K | 0.46% | 53 |
|
|
2021
Q3 | $6.07M | Buy |
+77,538
| New | +$6.07M | 0.47% | 55 |
|
|
2020
Q3 | – | Sell |
-70,278
| Closed | -$3.77M | – | 475 |
|
|
2020
Q2 | $3.77M | Sell |
70,278
-117,206
| -63% | -$6.28M | 0.41% | 59 |
|
|
2020
Q1 | $8.09M | Buy |
187,484
+39,395
| +27% | +$1.7M | 0.85% | 27 |
|
|
2019
Q4 | $8.83M | Sell |
148,089
-3,834
| -3% | -$229K | 1.32% | 14 |
|
|
2019
Q3 | $8.5M | Sell |
151,923
-2,292
| -1% | -$128K | 1.48% | 13 |
|
|
2019
Q2 | $8.62K | Buy |
154,215
+4,400
| +3% | +$246 | 1.32% | 14 |
|
|
2019
Q1 | $8.08M | Buy |
149,815
+4,530
| +3% | +$244K | 1.4% | 13 |
|
|
2018
Q4 | $6.75M | Buy |
145,285
+66,829
| +85% | +$3.11M | 1.42% | 15 |
|
|
2018
Q3 | $4.33M | Buy |
+78,456
| New | +$4.33M | 1.06% | 21 |
|
|
2015
Q3 | – | Sell |
-1,000
| Closed | -$42K | – | 462 |
|
|
2015
Q2 | $42K | Hold |
1,000
| – | – | 0.03% | 451 |
|
|
2015
Q1 | $43K | Hold |
1,000
| – | – | 0.03% | 432 |
|
|
2014
Q4 | $41K | Hold |
1,000
| – | – | 0.03% | 425 |
|
|
2014
Q3 | $39K | Hold |
1,000
| – | – | 0.03% | 462 |
|
|
2014
Q2 | $40K | Hold |
1,000
| – | – | 0.03% | 509 |
|
|
2014
Q1 | $39K | Buy |
+1,000
| New | +$39K | 0.03% | 492 |
|