CAN
Claraphi Advisory Network’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-2,633
| Closed | -$114K | – | 757 |
|
|
2020
Q1 | $114K | Sell |
2,633
-6,599
| -71% | -$286K | 0.05% | 301 |
|
|
2019
Q4 | $550K | Buy |
9,232
+38
| +0.4% | +$2.26K | 0.34% | 67 |
|
|
2019
Q3 | $514K | Sell |
9,194
-1,745
| -16% | -$97.6K | 0.31% | 67 |
|
|
2019
Q2 | $611K | Sell |
10,939
-6,227
| -36% | -$348K | 0.36% | 65 |
|
|
2019
Q1 | $926K | Buy |
17,166
+3,339
| +24% | +$180K | 0.58% | 32 |
|
|
2018
Q4 | $643K | Buy |
13,827
+10,512
| +317% | +$489K | 0.49% | 52 |
|
|
2018
Q3 | $731K | Buy |
3,315
+2,340
| +240% | +$516K | 0.41% | 58 |
|
|
2018
Q2 | $207K | Sell |
975
-308
| -24% | -$65.4K | 0.13% | 231 |
|
|
2018
Q1 | $265K | Sell |
1,283
-270
| -17% | -$55.8K | 0.19% | 171 |
|
|
2017
Q4 | $323K | Buy |
+1,553
| New | +$323K | 0.25% | 122 |
|