Geneva Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $800K | Buy |
|
|||||
|
2017
Q1 | $732K | Buy |
|
|||||
|
2016
Q4 | $676K | Buy |
|
|||||
|
2016
Q3 | $648K | Hold |
|
|||||
|
2016
Q2 | $626K | Hold |
|
|||||
|
2016
Q1 | $606K | Sell |
|
|||||
|
2015
Q4 | $644K | Buy |
|
|||||
|
2015
Q3 | $448K | Sell |
|
|||||
|
2015
Q2 | $494K | Buy |
|
|||||
|
2015
Q1 | $499K | Buy |
|
|||||
|
2014
Q4 | $254K | Hold |
|
|||||
|
2014
Q3 | $241K | Sell |
|
|||||
|
2014
Q2 | $1.09M | Buy |
|
|||||
|
2014
Q1 | $205K | Buy |
|