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Great Diamond Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Great Diamond Partners’s Portfolio IWR Stock Details IWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-248
Closed -$14K – 369
2019
Q4 		$14K Buy
+248
New +$14.2K 0.01% 523

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Great Diamond Partners's IWR Position: Q1 2020 in Review

Great Diamond Partners sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2020, closing a stake of 248 shares — an estimated $14K sold.

Great Diamond Partners first reported a position in IWR in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 811 funds tracked by Wall St. Rank hold IWR as of Q1 2020.

  • Great Diamond Partners reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2020 after selling out during the quarter.
  • Great Diamond Partners sold 248 iShares Russell Mid-Cap ETF shares in Q1 2020, an estimated $14K.
  • Great Diamond Partners first reported a position in iShares Russell Mid-Cap ETF in Q4 2019 and held it in 1 quarter.
  • Great Diamond Partners's iShares Russell Mid-Cap ETF position peaked at $14K in Q4 2019.
  • 811 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2020.

Based on Great Diamond Partners's 13F filing for Q1 2020, filed 1 May 2020.