Estate Counselors’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
2018
Q1
Sell
-17,988
Closed -$936K 71
2017
Q4
$936K Hold
17,988
0.19% 52
2017
Q3
$887K Sell
17,988
-2,400
-12% -$116K 0.18% 48
2017
Q2
$979K Sell
20,388
-1,400
-6% -$66.4K 0.22% 50
2017
Q1
$1.02M Sell
21,788
-15,432
-41% -$715K 0.26% 50
2016
Q4
$1.66M Buy
37,220
+400
+1% +$17.5K 0.46% 51
2016
Q3
$1.6M Buy
36,820
+2,000
+6% +$86.7K 0.62% 37
2016
Q2
$1.46M Hold
34,820
0.58% 38
2016
Q1
$1.42M Sell
34,820
-3,880
-10% -$148K 0.63% 36
2015
Q4
$1.55M Sell
38,700
-5,000
-11% -$204K 0.63% 38
2015
Q3
$1.7M Sell
43,700
-2,400
-5% -$99.4K 0.68% 34
2015
Q2
$1.96M Hold
46,100
0.68% 30
2015
Q1
$2M Sell
46,100
-2,140
-4% -$91K 0.71% 30
2014
Q4
$2.02M Hold
48,240
0.71% 33
2014
Q3
$1.91M Hold
48,240
0.74% 31
2014
Q2
$1.96M Sell
48,240
-160
-0.3% -$6.24K 0.75% 31
2014
Q1
$1.87M Hold
48,400
0.75% 31
2013
Q4
$1.81M Buy
48,400
+16,380
+51% +$592K 0.81% 32
2013
Q3
$1.11M Sell
32,020
-540
-2% -$18.5K 0.51% 32
2013
Q2
$1.06M Buy
+32,560
New +$1.06M 0.54% 33

Other funds holding IWR