BT Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.4M | Sell |
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|
2022
Q1 | $1.7M | Sell |
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|
2021
Q4 | $1.84M | Sell |
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $2.24M | Sell |
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|
2021
Q1 | $2.36M | Sell |
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|
2020
Q4 | $2.48M | Sell |
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|
2020
Q3 | $2.12M | Buy |
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|
2020
Q2 | $1.98M | Sell |
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|
2020
Q1 | $1.66M | Sell |
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|
2019
Q4 | $2.88M | Sell |
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|
2019
Q3 | $2.93M | Sell |
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|
2019
Q2 | $2.87M | Sell |
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|
2019
Q1 | $2.91M | Sell |
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|
2018
Q4 | $3.15M | Buy |
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