BTR Capital 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
Q3 | $969K | Hold |
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|
2022
Q2 | $1.01M | Hold |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.45M | Buy |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $1.48M | Sell |
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|
2021
Q1 | $1.6M | Hold |
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|
2020
Q4 | $1.48M | Buy |
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|
2020
Q3 | $945K | Sell |
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|
2020
Q2 | $885K | Hold |
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|
2020
Q1 | $713K | Sell |
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|
2019
Q4 | $1.25M | Sell |
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|
2019
Q3 | $1.17M | Sell |
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|
2019
Q2 | $1.18M | Buy |
|