Beck Mack & Oliver’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 | – | Sell |
-2,600
| Closed | -$203K | – | 183 |
|
|
2022
Q1 | $203K | Hold |
2,600
| – | – | 0.01% | 180 |
|
|
2021
Q4 | $216K | Hold |
2,600
| – | – | 0.01% | 189 |
|
|
2021
Q3 | $203K | Hold |
2,600
| – | – | 0.01% | 204 |
|
|
2021
Q2 | $206K | Buy |
+2,600
| New | +$206K | 0.01% | 193 |
|
|
2016
Q1 | – | Sell |
-5,680
| Closed | -$227K | – | 292 |
|
|
2015
Q4 | $227K | Buy |
+5,680
| New | +$227K | 0.01% | 254 |
|