Empire Life Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-19,960
| Closed | -$1.35M | – | 96 |
|
|
2022
Q4 | $1.35M | Buy |
19,960
+200
| +1% | +$13.5K | 0.09% | 72 |
|
|
2022
Q3 | $1.23M | Sell |
19,760
-5,100
| -21% | -$317K | 0.09% | 75 |
|
|
2022
Q2 | $1.61M | Sell |
24,860
-30,900
| -55% | -$2M | 0.12% | 72 |
|
|
2022
Q1 | $4.35M | Sell |
55,760
-12,500
| -18% | -$976K | 0.28% | 63 |
|
|
2021
Q4 | $5.67M | Buy |
68,260
+3,000
| +5% | +$249K | 0.35% | 61 |
|
|
2021
Q3 | $5.11M | Sell |
65,260
-4,800
| -7% | -$375K | 0.33% | 63 |
|
|
2021
Q2 | $5.55M | Buy |
+70,060
| New | +$5.55M | 0.36% | 61 |
|