Foresters Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-55,056
| Closed | -$3.4M | – | 66 |
|
|
2017
Q3 | $3.4M | Buy |
55,056
+3,600
| +7% | +$222K | 1.31% | 13 |
|
|
2017
Q2 | $3.21M | Sell |
51,456
-1,200
| -2% | -$74.8K | 1.31% | 12 |
|
|
2017
Q1 | $3.28M | Sell |
52,656
-1,600
| -3% | -$99.7K | 1.51% | 11 |
|
|
2016
Q4 | $2.43M | Sell |
54,256
-2,000
| -4% | -$89.4K | 1.37% | 15 |
|
|
2016
Q3 | $2.45M | Sell |
56,256
-5,200
| -8% | -$227K | 1.26% | 19 |
|
|
2016
Q2 | $2.58M | Buy |
+61,456
| New | +$2.58M | 1.34% | 16 |
|