HighTower Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $274K | Hold |
4,040
| – | – | 0.03% | 191 |
|
|
2022
Q4 | $268K | Hold |
4,040
| – | – | 0.03% | 191 |
|
|
2022
Q3 | $251K | Sell |
4,040
-4,609
| -53% | -$286K | 0.03% | 194 |
|
|
2022
Q2 | $1.01K | Buy |
8,649
+4,609
| +114% | +$537 | 0.11% | 95 |
|
|
2022
Q1 | $315K | Hold |
4,040
| – | – | 0.03% | 192 |
|
|
2021
Q4 | $335K | Buy |
+4,040
| New | +$335K | 0.03% | 186 |
|