GG
Gofen & Glossberg’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $12.9M | Sell |
191,458
-538
| -0.3% | -$36.3K | 0.33% | 72 |
|
|
2022
Q3 | $11.9M | Sell |
191,996
-975
| -0.5% | -$60.6K | 0.34% | 75 |
|
|
2022
Q2 | $12.5M | Sell |
192,971
-1,296
| -0.7% | -$83.8K | 0.33% | 75 |
|
|
2022
Q1 | $15.2M | Sell |
194,267
-4,247
| -2% | -$331K | 0.35% | 75 |
|
|
2021
Q4 | $16.5M | Sell |
198,514
-10,042
| -5% | -$834K | 0.36% | 75 |
|
|
2021
Q3 | $16.3M | Sell |
208,556
-986
| -0.5% | -$77.1K | 0.38% | 66 |
|
|
2021
Q2 | $16.6M | Sell |
209,542
-6,065
| -3% | -$481K | 0.39% | 66 |
|
|
2021
Q1 | $15.9M | Sell |
215,607
-6,020
| -3% | -$445K | 0.41% | 62 |
|
|
2020
Q4 | $15.2M | Sell |
221,627
-1,346
| -0.6% | -$92.3K | 0.42% | 60 |
|
|
2020
Q3 | $12.8M | Sell |
222,973
-3,296
| -1% | -$189K | 0.39% | 60 |
|
|
2020
Q2 | $12.1M | Sell |
226,269
-14,627
| -6% | -$784K | 0.41% | 62 |
|
|
2020
Q1 | $10.4M | Buy |
240,896
+704
| +0.3% | +$30.4K | 0.41% | 64 |
|
|
2019
Q4 | $14.3M | Sell |
240,192
-3,655
| -1% | -$218K | 0.46% | 61 |
|
|
2019
Q3 | $13.6M | Sell |
243,847
-1,786
| -0.7% | -$99.9K | 0.46% | 64 |
|
|
2019
Q2 | $13.7M | Sell |
245,633
-2,396
| -1% | -$134K | 0.47% | 63 |
|
|
2019
Q1 | $13.4M | Sell |
248,029
-596
| -0.2% | -$32.2K | 0.47% | 63 |
|
|
2018
Q4 | $11.6M | Buy |
248,625
+185,857
| +296% | +$8.64M | 0.46% | 64 |
|
|
2018
Q3 | $13.8M | Buy |
62,768
+3,325
| +6% | +$733K | 0.48% | 62 |
|
|
2018
Q2 | $12.6M | Sell |
59,443
-50
| -0.1% | -$10.6K | 0.47% | 65 |
|
|
2018
Q1 | $12.3M | Buy |
59,493
+225
| +0.4% | +$46.5K | 0.46% | 68 |
|
|
2017
Q4 | $12.3M | Buy |
59,268
+450
| +0.8% | +$93.7K | 0.44% | 71 |
|
|
2017
Q3 | $11.6M | Buy |
58,818
+265
| +0.5% | +$52.2K | 0.43% | 71 |
|
|
2017
Q2 | $11.2M | Buy |
58,553
+2,175
| +4% | +$418K | 0.43% | 71 |
|
|
2017
Q1 | $10.6M | Sell |
56,378
-950
| -2% | -$178K | 0.41% | 72 |
|
|
2016
Q4 | $10.3M | Sell |
57,328
-25
| -0% | -$4.47K | 0.42% | 75 |
|
|
2016
Q3 | $10M | Buy |
57,353
+884
| +2% | +$154K | 0.41% | 74 |
|
|
2016
Q2 | $9.5M | Buy |
56,469
+75
| +0.1% | +$12.6K | 0.4% | 77 |
|
|
2016
Q1 | $9.19M | Sell |
56,394
-576
| -1% | -$93.8K | 0.39% | 79 |
|
|
2015
Q4 | $9.13M | Sell |
56,970
-842
| -1% | -$135K | 0.4% | 79 |
|
|
2015
Q3 | $8.99M | Sell |
57,812
-367
| -0.6% | -$57.1K | 0.41% | 73 |
|
|
2015
Q2 | $9.91M | Buy |
58,179
+522
| +0.9% | +$88.9K | 0.42% | 73 |
|
|
2015
Q1 | $9.98M | Buy |
57,657
+1,150
| +2% | +$199K | 0.43% | 70 |
|
|
2014
Q4 | $9.44M | Buy |
56,507
+525
| +0.9% | +$87.7K | 0.41% | 73 |
|
|
2014
Q3 | $8.86M | Buy |
55,982
+1,895
| +4% | +$300K | 0.39% | 73 |
|
|
2014
Q2 | $8.79M | Buy |
54,087
+3,762
| +7% | +$612K | 0.39% | 77 |
|
|
2014
Q1 | $7.83M | Buy |
50,325
+1,525
| +3% | +$237K | 0.37% | 79 |
|
|
2013
Q4 | $7.32M | Sell |
48,800
-175
| -0.4% | -$26.2K | 0.34% | 76 |
|
|
2013
Q3 | $6.81M | Buy |
48,975
+3,275
| +7% | +$455K | 0.35% | 75 |
|
|
2013
Q2 | $5.94M | Buy |
+45,700
| New | +$5.94M | 0.32% | 79 |
|