HBC Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $465K | Hold |
5,266
| – | – | 0.28% | 21 |
|
|
2024
Q3 | $467K | Hold |
5,266
| – | – | 0.28% | 21 |
|
|
2024
Q2 | $443K | Hold |
5,266
| – | – | 0.28% | 19 |
|
|
2024
Q1 | $418K | Hold |
5,266
| – | – | 0.28% | 19 |
|
|
2023
Q4 | $409K | Hold |
5,266
| – | – | 0.28% | 20 |
|
|
2023
Q3 | $364K | Hold |
5,266
| – | – | 0.27% | 19 |
|
|
2023
Q2 | $397K | Hold |
5,266
| – | – | 0.28% | 19 |
|
|
2023
Q1 | $368K | Hold |
5,266
| – | – | 0.28% | 20 |
|
|
2022
Q4 | $359K | Hold |
5,266
| – | – | 0.29% | 17 |
|
|
2022
Q3 | $327K | Hold |
5,266
| – | – | 0.28% | 19 |
|
|
2022
Q2 | $350K | Hold |
5,266
| – | – | 0.27% | 20 |
|
|
2022
Q1 | $384K | Hold |
5,266
| – | – | 0.28% | 19 |
|
|
2021
Q4 | $437K | Hold |
5,266
| – | – | 0.28% | 20 |
|
|
2021
Q3 | $421K | Hold |
5,266
| – | – | 0.28% | 20 |
|
|
2021
Q2 | $402K | Hold |
5,266
| – | – | 0.27% | 21 |
|
|
2021
Q1 | $407K | Buy |
5,266
+3,300
| +168% | +$255K | 0.28% | 19 |
|
|
2020
Q4 | $139K | Hold |
1,966
| – | – | 0.11% | 29 |
|
|
2020
Q3 | $124K | Hold |
1,966
| – | – | 0.1% | 28 |
|
|
2020
Q2 | $109K | Sell |
1,966
-1,200
| -38% | -$66.5K | 0.1% | 29 |
|
|
2020
Q1 | $129K | Hold |
3,166
| – | – | 0.15% | 23 |
|
|
2019
Q4 | $189K | Buy |
+3,166
| New | +$189K | 0.16% | 26 |
|