FinTrust Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $13.3K | Hold |
151
| – | – | ﹤0.01% | 877 |
|
|
2024
Q2 | $12.2K | Hold |
151
| – | – | ﹤0.01% | 843 |
|
|
2024
Q1 | $12.7K | Hold |
151
| – | – | ﹤0.01% | 794 |
|
|
2023
Q4 | $11.7K | Hold |
151
| – | – | ﹤0.01% | 777 |
|
|
2023
Q3 | $10.5K | Hold |
151
| – | – | ﹤0.01% | 771 |
|
|
2023
Q2 | $10.2K | Hold |
151
| – | – | ﹤0.01% | 759 |
|
|
2023
Q1 | $10.2K | Hold |
151
| – | – | ﹤0.01% | 758 |
|
|
2022
Q4 | $10.2K | Hold |
151
| – | – | ﹤0.01% | 758 |
|
|
2022
Q3 | $10K | Hold |
151
| – | – | ﹤0.01% | 870 |
|
|
2022
Q2 | $10K | Buy |
151
+15
| +11% | +$993 | ﹤0.01% | 884 |
|
|
2022
Q1 | $11K | Hold |
136
| – | – | ﹤0.01% | 915 |
|
|
2021
Q4 | $11K | Hold |
136
| – | – | ﹤0.01% | 894 |
|
|
2021
Q3 | $11K | Hold |
136
| – | – | ﹤0.01% | 881 |
|
|
2021
Q2 | $11K | Hold |
136
| – | – | ﹤0.01% | 902 |
|
|
2021
Q1 | $10K | Hold |
136
| – | – | ﹤0.01% | 889 |
|
|
2020
Q4 | $9K | Hold |
136
| – | – | ﹤0.01% | 860 |
|
|
2020
Q3 | $8 | Hold |
136
| – | – | ﹤0.01% | 851 |
|
|
2020
Q2 | $7K | Hold |
136
| – | – | ﹤0.01% | 777 |
|
|
2020
Q1 | $6K | Hold |
136
| – | – | ﹤0.01% | 838 |
|
|
2019
Q4 | $8K | Hold |
136
| – | – | ﹤0.01% | 773 |
|
|
2019
Q3 | $8K | Hold |
136
| – | – | ﹤0.01% | 776 |
|
|
2019
Q2 | $8K | Hold |
136
| – | – | ﹤0.01% | 757 |
|
|
2019
Q1 | $7K | Hold |
136
| – | – | ﹤0.01% | 851 |
|
|
2018
Q4 | $6K | Buy |
+136
| New | +$6K | ﹤0.01% | 870 |
|