Clear Investment Research’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-188
| Closed | -$15.8K | – | 217 |
|
|
2024
Q1 | $15.8K | Buy |
188
+1
| +0.5% | +$84 | 0.02% | 145 |
|
|
2023
Q4 | $14.6K | Buy |
187
+1
| +0.5% | +$78 | 0.02% | 163 |
|
|
2023
Q3 | $12.9K | Buy |
186
+2
| +1% | +$139 | 0.02% | 124 |
|
|
2023
Q2 | $13.4K | Sell |
184
-2
| -1% | -$146 | 0.02% | 128 |
|
|
2023
Q1 | $13K | Buy |
186
+6
| +3% | +$419 | 0.02% | 125 |
|
|
2022
Q4 | $12K | Sell |
180
-7
| -4% | -$467 | 0.02% | 118 |
|
|
2022
Q3 | $12K | Hold |
187
| – | – | 0.03% | 114 |
|
|
2022
Q2 | $12K | Buy |
187
+14
| +8% | +$898 | 0.03% | 103 |
|
|
2022
Q1 | $14K | Sell |
173
-3
| -2% | -$243 | 0.03% | 111 |
|
|
2021
Q4 | $15K | Buy |
176
+2
| +1% | +$170 | 0.02% | 112 |
|
|
2021
Q3 | $14K | Buy |
174
+1
| +0.6% | +$80 | 0.02% | 113 |
|
|
2021
Q2 | $14K | Sell |
173
-1,025
| -86% | -$82.9K | 0.02% | 113 |
|
|
2021
Q1 | $89K | Buy |
1,198
+2
| +0.2% | +$149 | 0.16% | 58 |
|
|
2020
Q4 | $82K | Sell |
1,196
-44
| -4% | -$3.02K | 0.15% | 61 |
|
|
2020
Q3 | $71K | Sell |
1,240
-65
| -5% | -$3.72K | 0.14% | 63 |
|
|
2020
Q2 | $70K | Buy |
1,305
+1,017
| +353% | +$54.6K | 0.15% | 61 |
|
|
2020
Q1 | $12K | Sell |
288
-337
| -54% | -$14K | 0.03% | 83 |
|
|
2019
Q4 | $37K | Buy |
+625
| New | +$37K | 0.08% | 68 |
|