BKS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $295K | Hold |
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|
2018
Q4 | $255K | Hold |
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|
2018
Q3 | $301K | Hold |
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|
2018
Q2 | $290K | Hold |
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|
2018
Q1 | $283K | Hold |
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|
2017
Q4 | $285K | Sell |
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|
2017
Q3 | $296K | Hold |
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|
2017
Q2 | $288K | Buy |
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|
2017
Q1 | $279K | Hold |
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|
2016
Q4 | $267K | Hold |
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|
2016
Q3 | $260K | Hold |
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|
2016
Q2 | $251K | Hold |
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|
2016
Q1 | $243K | Sell |
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|
2015
Q4 | $243K | Buy |
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|
2015
Q3 | $221K | Sell |
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|
2015
Q2 | $258K | Buy |
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|
2015
Q1 | $257K | Buy |
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