BCA
Bay Colony Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.39M | Buy |
15,119
+64
| +0.4% | +$5.89K | 0.19% | 105 |
|
2025
Q1 | $1.27M | Buy |
15,055
+43
| +0.3% | +$3.64K | 0.19% | 108 |
|
2024
Q4 | $1.33M | Buy |
15,012
+50
| +0.3% | +$4.42K | 0.2% | 108 |
|
2024
Q3 | $1.32M | Buy |
14,962
+59
| +0.4% | +$5.2K | 0.2% | 115 |
|
2024
Q2 | $1.21M | Sell |
14,903
-66
| -0.4% | -$5.35K | 0.2% | 105 |
|
2024
Q1 | $1.26M | Buy |
14,969
+36
| +0.2% | +$3.03K | 0.22% | 98 |
|
2023
Q4 | $1.16M | Buy |
+14,933
| New | +$1.16M | 0.23% | 97 |
|