FCAG
First Capital Advisors Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.31M | Hold |
17,997
| – | – | 0.69% | 41 |
|
|
2023
Q1 | $1.26M | Buy |
17,997
+300
| +2% | +$21K | 0.81% | 38 |
|
|
2022
Q4 | $1.19M | Sell |
17,697
-750
| -4% | -$50.6K | 0.81% | 38 |
|
|
2022
Q3 | $1.15M | Hold |
18,447
| – | – | 0.96% | 31 |
|
|
2022
Q2 | $1.19M | Hold |
18,447
| – | – | 0.82% | 32 |
|
|
2022
Q1 | $1.44M | Hold |
18,447
| – | – | 0.95% | 35 |
|
|
2021
Q4 | $1.53M | Buy |
+18,447
| New | +$1.53M | 0.84% | 39 |
|
|
2018
Q4 | $866K | Buy |
18,632
+13,974
| +300% | +$650K | 0.65% | 36 |
|
|
2018
Q3 | $1.03M | Hold |
4,658
| – | – | 0.63% | 35 |
|
|
2018
Q2 | $988K | Hold |
4,658
| – | – | 0.65% | 35 |
|
|
2018
Q1 | $962K | Sell |
4,658
-296
| -6% | -$61.1K | 0.56% | 37 |
|
|
2017
Q4 | $1.03M | Sell |
4,954
-1,100
| -18% | -$229K | 0.65% | 41 |
|
|
2017
Q3 | $1.19M | Buy |
+6,054
| New | +$1.19M | 0.82% | 34 |
|