DF Dent & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,190
| Closed | -$206K | – | 248 |
|
|
2022
Q2 | $206K | Sell |
3,190
-1,313
| -29% | -$84.8K | ﹤0.01% | 225 |
|
|
2022
Q1 | $351K | Hold |
4,503
| – | – | ﹤0.01% | 208 |
|
|
2021
Q4 | $374K | Buy |
4,503
+1,238
| +38% | +$103K | ﹤0.01% | 204 |
|
|
2021
Q3 | $255K | Hold |
3,265
| – | – | ﹤0.01% | 211 |
|
|
2021
Q2 | $259K | Buy |
+3,265
| New | +$259K | ﹤0.01% | 210 |
|