HM Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
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|
2019
Q1 | $222K | Sell |
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|
2018
Q4 | $383K | Hold |
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|
2018
Q3 | $454K | Hold |
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|
2018
Q2 | $437K | Hold |
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|
2018
Q1 | $425K | Sell |
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|
2017
Q4 | $531K | Hold |
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|
2017
Q3 | $503K | Hold |
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|
2017
Q2 | $490K | Hold |
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|
2017
Q1 | $478K | Hold |
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|
2016
Q4 | $456K | Hold |
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|
2016
Q3 | $444K | Hold |
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|
2016
Q2 | $428K | Hold |
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|
2016
Q1 | $416K | Sell |
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|
2015
Q4 | $441K | Sell |
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|
2015
Q3 | $485K | Hold |
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|
2015
Q2 | $531K | Hold |
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|
2015
Q1 | $541K | Hold |
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|
2014
Q4 | $521K | Hold |
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|
2014
Q3 | $494K | Hold |
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|
2014
Q2 | $508K | Buy |
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