Gray Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | $3.97M | Sell |
88,744
-480
| -0.5% | -$21.5K | 1.54% | 16 |
|
|
2016
Q3 | $3.75M | Hold |
89,224
| – | – | 1.55% | 14 |
|
|
2016
Q2 | $3.75M | Buy |
89,224
+480
| +0.5% | +$20.2K | 1.54% | 14 |
|
|
2016
Q1 | $3.62M | Buy |
88,744
+75,280
| +559% | +$3.07M | 1.39% | 13 |
|
|
2015
Q4 | $539K | Buy |
13,464
+40
| +0.3% | +$1.6K | 0.4% | 18 |
|
|
2015
Q3 | $522K | Buy |
13,424
+52
| +0.4% | +$2.02K | 0.21% | 14 |
|
|
2015
Q2 | $569K | Buy |
13,372
+40
| +0.3% | +$1.7K | 0.21% | 15 |
|
|
2015
Q1 | $577K | Buy |
13,332
+64
| +0.5% | +$2.77K | 0.2% | 14 |
|
|
2014
Q4 | $554K | Buy |
+13,268
| New | +$554K | 0.19% | 16 |
|