Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.29M | Sell |
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|
2017
Q3 | $1.37M | Hold |
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|
2017
Q2 | $1.33M | Hold |
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|
2017
Q1 | $1.3M | Buy |
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|
2016
Q4 | $1.2M | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $393K | Sell |
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|
2016
Q1 | $4.1M | Hold |
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|
2015
Q4 | $4.03M | Hold |
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|
2015
Q3 | $3.92M | Hold |
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|
2015
Q2 | $4.29M | Hold |
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|
2015
Q1 | $4.36M | Hold |
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|
2014
Q4 | $4.21M | Buy |
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|
2014
Q3 | $3.6M | Buy |
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|
2014
Q2 | $2.16M | Buy |
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|
2014
Q1 | $1.94M | Hold |
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|
2013
Q4 | $1.88M | Buy |
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