Concert Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $806K | Sell |
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|
2016
Q4 | $1.09M | Sell |
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|
2016
Q3 | $1.25M | Sell |
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|
2016
Q2 | $1.33M | Buy |
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|
2016
Q1 | $1.22M | Sell |
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|
2015
Q4 | $1.53M | Buy |
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|
2015
Q3 | $1.47M | Buy |
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|
2015
Q2 | $1.58M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $698K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $226K | Buy |
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|
2014
Q1 | $216K | Buy |
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