Frontier Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $336K | Sell |
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|
2022
Q1 | $416K | Sell |
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|
2021
Q4 | $513K | Buy |
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|
2021
Q3 | $482K | Buy |
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|
2021
Q2 | $477K | Buy |
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|
2021
Q1 | $444K | Sell |
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|
2020
Q4 | $502K | Sell |
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|
2020
Q3 | $650K | Buy |
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|
2020
Q2 | $606K | Buy |
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|
2020
Q1 | $478K | Buy |
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|
2019
Q4 | $560K | Buy |
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|
2019
Q3 | $523K | Buy |
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|
2019
Q2 | $520K | Sell |
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|
2019
Q1 | $538K | Sell |
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|
2018
Q4 | $525K | Buy |
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|
2018
Q3 | $604K | Buy |
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|
2018
Q2 | $569K | Buy |
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|
2018
Q1 | $553K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $487K | Buy |
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|
2017
Q2 | $423K | Sell |
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|
2017
Q1 | $413K | Buy |
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|
2016
Q4 | $384K | Buy |
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|
2016
Q3 | $370K | Sell |
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|
2016
Q2 | $369K | Buy |
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|
2016
Q1 | $349K | Buy |
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|
2015
Q4 | $332K | Buy |
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