Gould 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-23,482
| Closed | -$1.4M | – | 137 |
|
|
2019
Q4 | $1.4M | Hold |
23,482
| – | – | 0.47% | 34 |
|
|
2019
Q3 | $1.31M | Hold |
23,482
| – | – | 0.46% | 34 |
|
|
2019
Q2 | $1.31M | Hold |
23,482
| – | – | 0.47% | 32 |
|
|
2019
Q1 | $1.27M | Sell |
23,482
-1,700
| -7% | -$91.7K | 0.47% | 34 |
|
|
2018
Q4 | $1.17M | Buy |
+25,182
| New | +$1.17M | 0.49% | 31 |
|