Berman Capital Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $1.35M | Buy |
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|
2020
Q4 | $1.25M | Sell |
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|
2020
Q3 | $1.64M | Sell |
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|
2020
Q2 | $1.54M | Sell |
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|
2020
Q1 | $1.26M | Buy |
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|
2019
Q4 | $736K | Sell |
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|
2019
Q3 | $701K | Sell |
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|
2019
Q2 | $868K | Buy |
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|
2019
Q1 | $603K | Sell |
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|
2018
Q4 | $562K | Sell |
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|
2018
Q3 | $1.26M | Sell |
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|
2018
Q2 | $1.58M | Sell |
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|
2018
Q1 | $1.55M | Sell |
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|
2017
Q4 | $1.59M | Buy |
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