Boys Arnold & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-32,199
| Closed | -$1.39M | – | 112 |
|
|
2020
Q1 | $1.39M | Buy |
32,199
+915
| +3% | +$39.5K | 0.25% | 88 |
|
|
2019
Q4 | $1.87M | Sell |
31,284
-283
| -0.9% | -$16.9K | 0.25% | 88 |
|
|
2019
Q3 | $1.76M | Buy |
31,567
+7,055
| +29% | +$393K | 0.26% | 88 |
|
|
2019
Q2 | $1.37M | Buy |
24,512
+2,685
| +12% | +$150K | 0.2% | 108 |
|
|
2019
Q1 | $1.18M | Buy |
21,827
+1,679
| +8% | +$90.6K | 0.18% | 122 |
|
|
2018
Q4 | $928K | Buy |
20,148
+1,660
| +9% | +$76.5K | 0.15% | 133 |
|
|
2018
Q3 | $1.02M | Buy |
18,488
+68
| +0.4% | +$3.74K | 0.14% | 143 |
|
|
2018
Q2 | $977K | Sell |
18,420
-744
| -4% | -$39.5K | 0.14% | 144 |
|
|
2018
Q1 | $996K | Buy |
19,164
+344
| +2% | +$17.9K | 0.15% | 143 |
|
|
2017
Q4 | $979K | Buy |
18,820
+6,440
| +52% | +$335K | 0.15% | 152 |
|
|
2017
Q3 | $610K | Buy |
12,380
+400
| +3% | +$19.7K | 0.1% | 182 |
|
|
2017
Q2 | $575K | Sell |
11,980
-1,100
| -8% | -$52.8K | 0.07% | 185 |
|
|
2017
Q1 | $612K | Buy |
13,080
+2,000
| +18% | +$93.6K | 0.1% | 175 |
|
|
2016
Q4 | $495K | Buy |
11,080
+3,000
| +37% | +$134K | 0.08% | 193 |
|
|
2016
Q3 | $352K | Hold |
8,080
| – | – | 0.06% | 220 |
|
|
2016
Q2 | $340K | Buy |
+8,080
| New | +$340K | 0.06% | 216 |
|