Bridges Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | $313K | Buy |
6,016
+160
| +3% | +$8.32K | 0.17% | 109 |
|
|
2017
Q3 | $289K | Sell |
5,856
-31,792
| -84% | -$1.57M | 0.16% | 112 |
|
|
2017
Q2 | $1.81M | Buy |
37,648
+19,324
| +105% | +$928K | 0.41% | 68 |
|
|
2017
Q1 | $858K | Sell |
18,324
-20,704
| -53% | -$969K | 0.25% | 77 |
|
|
2016
Q4 | $1.75M | Buy |
39,028
+2,248
| +6% | +$101K | 0.42% | 69 |
|
|
2016
Q3 | $1.6M | Sell |
36,780
-700
| -2% | -$30.5K | 0.34% | 73 |
|
|
2016
Q2 | $1.58M | Buy |
37,480
+620
| +2% | +$26.1K | 0.35% | 73 |
|
|
2016
Q1 | $1.5M | Sell |
36,860
-12,608
| -25% | -$513K | 0.32% | 72 |
|
|
2015
Q4 | $2.11M | Hold |
49,468
| – | – | 0.37% | 61 |
|
|
2015
Q3 | $2.11M | Buy |
49,468
+18,848
| +62% | +$803K | 0.37% | 61 |
|
|
2015
Q2 | $1.3M | Buy |
30,620
+160
| +0.5% | +$6.81K | 0.31% | 85 |
|
|
2015
Q1 | $1.32M | Buy |
30,460
+2,360
| +8% | +$102K | 0.3% | 85 |
|
|
2014
Q4 | $1.17M | Sell |
28,100
-2,032
| -7% | -$84.9K | 0.27% | 87 |
|
|
2014
Q3 | $1.19M | Sell |
30,132
-1,840
| -6% | -$72.8K | 0.27% | 87 |
|
|
2014
Q2 | $1.3M | Buy |
31,972
+432
| +1% | +$17.6K | 0.3% | 83 |
|
|
2014
Q1 | $1.22M | Sell |
31,540
-180
| -0.6% | -$6.96K | 0.28% | 83 |
|
|
2013
Q4 | $1.19M | Buy |
31,720
+240
| +0.8% | +$9K | 0.27% | 87 |
|
|
2013
Q3 | $1.09M | Sell |
31,480
-20
| -0.1% | -$695 | 0.27% | 88 |
|
|
2013
Q2 | $1.02M | Buy |
+31,500
| New | +$1.02M | 0.26% | 88 |
|