Catawba 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
2018
Q2
$954K Buy
2018
Q1
$887K Hold
2017
Q4
$894K Hold
2017
Q3
$847K Hold
2017
Q2
$825K Hold
2017
Q1
$804K Hold
2016
Q4
$768K Hold
2016
Q3
$749K Hold
2016
Q2
$722K Hold
2016
Q1
$700K Hold
2015
Q4
$688K Hold
2015
Q3
$668K Hold
2015
Q2
$731K Hold
2015
Q1
$744K Hold
2014
Q4
$717K Hold
2014
Q3
$680K Hold
2014
Q2
$698K Hold
2014
Q1
$665K Hold
2013
Q4
$644K Buy
2013
Q3
$537K Hold
2013
Q2
$501K Buy