Homrich & Berg’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
2021
Q3
$485K Buy
2021
Q2
Sell
2021
Q1
$227K Sell
2020
Q4
$213K Buy
2019
Q1
Sell
2018
Q4
$260K Sell
2018
Q3
$310K Sell
2018
Q2
$443K Buy
2018
Q1
$244K Hold
2017
Q4
$246K Buy