BTR Capital 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
Q3 | $969K | Hold |
15,590
| – | – | 0.15% | 79 |
|
|
2022
Q2 | $1.01M | Hold |
15,590
| – | – | 0.14% | 77 |
|
|
2022
Q1 | $1.22M | Sell |
15,590
-1,920
| -11% | -$150K | 0.15% | 75 |
|
|
2021
Q4 | $1.45M | Buy |
17,510
+3,700
| +27% | +$307K | 0.16% | 73 |
|
|
2021
Q3 | $1.08M | Sell |
13,810
-4,800
| -26% | -$375K | 0.13% | 80 |
|
|
2021
Q2 | $1.48M | Sell |
18,610
-2,985
| -14% | -$237K | 0.18% | 71 |
|
|
2021
Q1 | $1.6M | Hold |
21,595
| – | – | 0.23% | 65 |
|
|
2020
Q4 | $1.48M | Buy |
21,595
+5,120
| +31% | +$351K | 0.23% | 64 |
|
|
2020
Q3 | $945K | Sell |
16,475
-40
| -0.2% | -$2.29K | 0.17% | 76 |
|
|
2020
Q2 | $885K | Hold |
16,515
| – | – | 0.17% | 76 |
|
|
2020
Q1 | $713K | Sell |
16,515
-4,400
| -21% | -$190K | 0.16% | 78 |
|
|
2019
Q4 | $1.25M | Sell |
20,915
-75
| -0.4% | -$4.47K | 0.21% | 74 |
|
|
2019
Q3 | $1.17M | Sell |
20,990
-50
| -0.2% | -$2.8K | 0.22% | 78 |
|
|
2019
Q2 | $1.18M | Buy |
+21,040
| New | +$1.18M | 0.22% | 76 |
|