Braver Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $4.39M | Sell |
98,192
-18,112
| -16% | -$810K | 0.71% | 43 |
|
|
2016
Q3 | $5.07M | Buy |
116,304
+516
| +0.4% | +$22.5K | 0.85% | 32 |
|
|
2016
Q2 | $4.87M | Sell |
115,788
-6,432
| -5% | -$270K | 0.83% | 28 |
|
|
2016
Q1 | $4.98M | Buy |
122,220
+1,700
| +1% | +$69.2K | 0.82% | 33 |
|
|
2015
Q4 | $4.83M | Buy |
120,520
+58,340
| +94% | +$2.34M | 0.99% | 24 |
|
|
2015
Q3 | $2.42M | Buy |
62,180
+16,400
| +36% | +$638K | 0.6% | 49 |
|
|
2015
Q2 | $1.95M | Sell |
45,780
-1,572
| -3% | -$66.9K | 0.47% | 49 |
|
|
2015
Q1 | $2.05M | Sell |
47,352
-6,836
| -13% | -$296K | 0.42% | 47 |
|
|
2014
Q4 | $2.26M | Buy |
54,188
+1,180
| +2% | +$49.3K | 0.46% | 35 |
|
|
2014
Q3 | $2.1M | Buy |
53,008
+492
| +0.9% | +$19.5K | 0.63% | 26 |
|
|
2014
Q2 | $2.13M | Buy |
52,516
+368
| +0.7% | +$15K | 0.55% | 32 |
|
|
2014
Q1 | $2.02M | Buy |
52,148
+356
| +0.7% | +$13.8K | 0.58% | 26 |
|
|
2013
Q4 | $1.94M | Buy |
51,792
+156
| +0.3% | +$5.85K | 0.67% | 24 |
|
|
2013
Q3 | $1.8M | Buy |
51,636
+1,836
| +4% | +$63.8K | 0.62% | 27 |
|
|
2013
Q2 | $1.62M | Buy |
+49,800
| New | +$1.62M | 0.74% | 25 |
|