CAM
Crestone Asset Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,848
| Closed | -$289K | – | 67 |
|
|
2019
Q4 | $289K | Hold |
4,848
| – | – | 0.1% | 44 |
|
|
2019
Q3 | $271K | Hold |
4,848
| – | – | 0.1% | 44 |
|
|
2019
Q2 | $271K | Hold |
4,848
| – | – | 0.1% | 47 |
|
|
2019
Q1 | $262K | Hold |
4,848
| – | – | 0.09% | 45 |
|
|
2018
Q4 | $225K | Buy |
+4,848
| New | +$225K | 0.08% | 42 |
|