HC Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.03M | Hold |
15,975
| – | – | 0.69% | 50 |
|
|
2022
Q1 | $1.25M | Hold |
15,975
| – | – | 0.74% | 50 |
|
|
2021
Q4 | $1.33M | Sell |
15,975
-25
| -0.2% | -$2.08K | 0.74% | 49 |
|
|
2021
Q3 | $1.25M | Sell |
16,000
-800
| -5% | -$62.6K | 0.75% | 48 |
|
|
2021
Q2 | $1.33M | Hold |
16,800
| – | – | 0.78% | 47 |
|
|
2021
Q1 | $1.24M | Hold |
16,800
| – | – | 0.76% | 47 |
|
|
2020
Q4 | $1.15M | Hold |
16,800
| – | – | 0.74% | 47 |
|
|
2020
Q3 | $964K | Hold |
16,800
| – | – | 0.69% | 48 |
|
|
2020
Q2 | $900K | Hold |
16,800
| – | – | 0.7% | 50 |
|
|
2020
Q1 | $725K | Hold |
16,800
| – | – | 0.65% | 50 |
|
|
2019
Q4 | $1M | Hold |
16,800
| – | – | 0.79% | 51 |
|
|
2019
Q3 | $940K | Hold |
16,800
| – | – | 0.81% | 51 |
|
|
2019
Q2 | $939K | Hold |
16,800
| – | – | 0.94% | 42 |
|
|
2019
Q1 | $906K | Buy |
+16,800
| New | +$906K | 0.95% | 41 |
|