Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $1.96M | Buy |
37,872
+1,072
| +3% | +$55.3K | 1.26% | 29 |
|
|
2017
Q4 | $1.92M | Buy |
36,800
+4,304
| +13% | +$224K | 1.19% | 30 |
|
|
2017
Q3 | $1.6M | Buy |
32,496
+1,648
| +5% | +$81.2K | 1.06% | 33 |
|
|
2017
Q2 | $1.48M | Buy |
30,848
+1,620
| +6% | +$77.8K | 1.01% | 33 |
|
|
2017
Q1 | $1.37M | Sell |
29,228
-1,388
| -5% | -$64.9K | 0.99% | 36 |
|
|
2016
Q4 | $1.37M | Sell |
30,616
-15,236
| -33% | -$681K | 1.15% | 30 |
|
|
2016
Q3 | $2M | Sell |
45,852
-16,464
| -26% | -$717K | 1.52% | 20 |
|
|
2016
Q2 | $2.62M | Buy |
62,316
+3,356
| +6% | +$141K | 2.16% | 10 |
|
|
2016
Q1 | $2.4M | Buy |
58,960
+9,200
| +18% | +$375K | 2.25% | 10 |
|
|
2015
Q4 | $1.99M | Buy |
+49,760
| New | +$1.99M | 1.9% | 12 |
|