Cassaday & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.07M | Sell |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $939K | Sell |
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|
2021
Q1 | $924K | Buy |
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|
2020
Q4 | $812K | Hold |
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|
2020
Q3 | $680K | Sell |
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|
2020
Q2 | $654K | Hold |
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|
2020
Q1 | $526K | Hold |
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|
2019
Q4 | $727K | Hold |
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|
2019
Q3 | $682K | Hold |
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|
2019
Q2 | $681K | Sell |
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|
2019
Q1 | $801K | Hold |
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|
2018
Q4 | $690K | Sell |
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|
2018
Q3 | $480K | Hold |
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|
2018
Q2 | $462K | Hold |
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|
2018
Q1 | $449K | Hold |
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|
2017
Q4 | $453K | Buy |
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|
2017
Q3 | $278K | Buy |
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|
2017
Q2 | $235K | Hold |
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|
2017
Q1 | $229K | Hold |
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|
2016
Q4 | $219K | Hold |
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|
2016
Q3 | $213K | Buy |
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|
2016
Q2 | $123K | Buy |
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|
2016
Q1 | $87K | Hold |
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|
2015
Q4 | $86K | Hold |
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|
2015
Q3 | $83K | Sell |
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|
2015
Q2 | $100K | Hold |
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|
2015
Q1 | $102K | Sell |
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|
2014
Q4 | $483K | Buy |
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