Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.41M | Buy |
17,981
+45
| +0.3% | +$3.52K | 0.22% | 58 |
|
|
2021
Q2 | $1.42M | Sell |
17,936
-292
| -2% | -$23.1K | 0.23% | 55 |
|
|
2021
Q1 | $1.35M | Buy |
18,228
+36
| +0.2% | +$2.66K | 0.28% | 49 |
|
|
2020
Q4 | $1.25M | Sell |
18,192
-10,407
| -36% | -$713K | 0.3% | 51 |
|
|
2020
Q3 | $1.64M | Sell |
28,599
-178
| -0.6% | -$10.2K | 0.47% | 31 |
|
|
2020
Q2 | $1.54M | Sell |
28,777
-393
| -1% | -$21.1K | 0.4% | 34 |
|
|
2020
Q1 | $1.26M | Buy |
29,170
+16,822
| +136% | +$726K | 0.41% | 29 |
|
|
2019
Q4 | $736K | Sell |
12,348
-185
| -1% | -$11K | 0.21% | 56 |
|
|
2019
Q3 | $701K | Sell |
12,533
-3,008
| -19% | -$168K | 0.22% | 52 |
|
|
2019
Q2 | $868K | Buy |
15,541
+4,348
| +39% | +$243K | 0.28% | 40 |
|
|
2019
Q1 | $603K | Sell |
11,193
-899
| -7% | -$48.4K | 0.2% | 54 |
|
|
2018
Q4 | $562K | Sell |
12,092
-10,700
| -47% | -$497K | 0.22% | 48 |
|
|
2018
Q3 | $1.26M | Sell |
22,792
-7,084
| -24% | -$390K | 0.53% | 24 |
|
|
2018
Q2 | $1.58M | Sell |
29,876
-200
| -0.7% | -$10.6K | 0.55% | 27 |
|
|
2018
Q1 | $1.55M | Sell |
30,076
-484
| -2% | -$25K | 0.59% | 29 |
|
|
2017
Q4 | $1.59M | Buy |
+30,560
| New | +$1.59M | 0.53% | 34 |
|