HC Financial Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $1.03M | Hold |
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|
2022
Q1 | $1.25M | Hold |
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|
2021
Q4 | $1.33M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.33M | Hold |
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|
2021
Q1 | $1.24M | Hold |
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|
2020
Q4 | $1.15M | Hold |
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|
2020
Q3 | $964K | Hold |
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|
2020
Q2 | $900K | Hold |
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|
2020
Q1 | $725K | Hold |
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|
2019
Q4 | $1M | Hold |
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|
2019
Q3 | $940K | Hold |
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|
2019
Q2 | $939K | Hold |
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|
2019
Q1 | $906K | Buy |
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