Horan Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-700
| Closed | -$40K | – | 179 |
|
|
2020
Q3 | $40K | Buy |
+700
| New | +$40K | 0.02% | 187 |
|
|
2020
Q1 | – | Sell |
-700
| Closed | -$42K | – | 166 |
|
|
2019
Q4 | $42K | Hold |
700
| – | – | 0.02% | 156 |
|
|
2019
Q3 | $39K | Buy |
+700
| New | +$39K | 0.02% | 163 |
|
|
2019
Q2 | – | Sell |
-700
| Closed | -$38K | – | 162 |
|
|
2019
Q1 | $38K | Buy |
+700
| New | +$38K | 0.02% | 151 |
|
|
2017
Q4 | – | Sell |
-700
| Closed | -$35K | – | 174 |
|
|
2017
Q3 | $35K | Buy |
+700
| New | +$35K | 0.02% | 180 |
|