BT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.4M | Sell |
21,649
-72
| -0.3% | -$4.66K | 0.39% | 18 |
|
|
2022
Q1 | $1.7M | Sell |
21,721
-395
| -2% | -$30.8K | 0.44% | 17 |
|
|
2021
Q4 | $1.84M | Sell |
22,116
-309
| -1% | -$25.7K | 0.5% | 16 |
|
|
2021
Q3 | $1.75M | Sell |
22,425
-5,872
| -21% | -$459K | 0.54% | 16 |
|
|
2021
Q2 | $2.24M | Sell |
28,297
-3,587
| -11% | -$284K | 0.68% | 17 |
|
|
2021
Q1 | $2.36M | Sell |
31,884
-4,354
| -12% | -$322K | 0.78% | 17 |
|
|
2020
Q4 | $2.48M | Sell |
36,238
-682
| -2% | -$46.7K | 0.92% | 13 |
|
|
2020
Q3 | $2.12M | Buy |
36,920
+25
| +0.1% | +$1.43K | 0.92% | 14 |
|
|
2020
Q2 | $1.98M | Sell |
36,895
-1,537
| -4% | -$82.4K | 1% | 11 |
|
|
2020
Q1 | $1.66M | Sell |
38,432
-9,928
| -21% | -$429K | 0.95% | 12 |
|
|
2019
Q4 | $2.88M | Sell |
48,360
-3,971
| -8% | -$237K | 1.47% | 13 |
|
|
2019
Q3 | $2.93M | Sell |
52,331
-109
| -0.2% | -$6.1K | 1.63% | 13 |
|
|
2019
Q2 | $2.87M | Sell |
52,440
-1,569
| -3% | -$85.8K | 1.66% | 13 |
|
|
2019
Q1 | $2.91M | Sell |
54,009
-5,446
| -9% | -$294K | 1.72% | 13 |
|
|
2018
Q4 | $3.15M | Buy |
+59,455
| New | +$3.15M | 1.36% | 13 |
|