Bank of the West’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
Q4 | $451K | Sell |
6,685
-2,350
| -26% | -$159K | 0.05% | 175 |
|
|
2022
Q3 | $562K | Buy |
9,035
+2,700
| +43% | +$168K | 0.07% | 151 |
|
|
2022
Q2 | $410K | Sell |
6,335
-638
| -9% | -$41.3K | 0.05% | 170 |
|
|
2022
Q1 | $544K | Buy |
6,973
+238
| +4% | +$18.6K | 0.06% | 158 |
|
|
2021
Q4 | $559K | Buy |
6,735
+1,985
| +42% | +$165K | 0.05% | 161 |
|
|
2021
Q3 | $372K | Hold |
4,750
| – | – | 0.04% | 184 |
|
|
2021
Q2 | $376K | Hold |
4,750
| – | – | 0.04% | 185 |
|
|
2021
Q1 | $351K | Hold |
4,750
| – | – | 0.04% | 185 |
|
|
2020
Q4 | $326K | Buy |
+4,750
| New | +$326K | 0.04% | 183 |
|