CFO4Life’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-65,460
| Closed | -$2.62M | – | 96 |
|
|
2015
Q4 | $2.62M | Sell |
65,460
-1,244
| -2% | -$49.8K | 2.49% | 4 |
|
|
2015
Q3 | $2.59M | Sell |
66,704
-27,576
| -29% | -$1.07M | 2.76% | 4 |
|
|
2015
Q2 | $4.01M | Sell |
94,280
-2,924
| -3% | -$124K | 3.35% | 6 |
|
|
2015
Q1 | $4.21M | Sell |
97,204
-120,744
| -55% | -$5.23M | 3.5% | 5 |
|
|
2014
Q4 | $9.1M | Buy |
+217,948
| New | +$9.1M | 7.51% | 3 |
|