Hudock Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,186
| Closed | -$73K | – | 424 |
|
|
2022
Q3 | $73K | Buy |
1,186
+1
| +0.1% | +$69 | 0.02% | 243 |
|
|
2022
Q2 | $76K | Hold |
1,185
| – | – | 0.03% | 242 |
|
|
2022
Q1 | $92K | Hold |
1,185
| – | – | 0.03% | 239 |
|
|
2021
Q4 | $98K | Buy |
1,185
+1
| +0.1% | +$82 | 0.03% | 243 |
|
|
2021
Q3 | $92K | Hold |
1,184
| – | – | 0.03% | 243 |
|
|
2021
Q2 | $93K | Hold |
1,184
| – | – | 0.03% | 248 |
|
|
2021
Q1 | $87K | Buy |
1,184
+48
| +4% | +$3.47K | 0.03% | 245 |
|
|
2020
Q4 | $77K | Hold |
1,136
| – | – | 0.03% | 257 |
|
|
2020
Q3 | $65K | Sell |
1,136
-2,014
| -64% | -$115K | 0.02% | 239 |
|
|
2020
Q2 | $168K | Hold |
3,150
| – | – | 0.06% | 128 |
|
|
2020
Q1 | $136K | Buy |
3,150
+2,015
| +178% | +$111K | 0.05% | 122 |
|
|
2019
Q4 | $67K | Hold |
1,135
| – | – | 0.02% | 215 |
|
|
2019
Q3 | $63K | Hold |
1,135
| – | – | 0.02% | 215 |
|
|
2019
Q2 | $63K | Buy |
1,135
+1
| +0.1% | +$55 | 0.02% | 218 |
|
|
2019
Q1 | $61K | Buy |
1,134
+48
| +4% | +$2.49K | 0.02% | 217 |
|
|
2018
Q4 | $50K | Buy |
1,086
+2
| +0.2% | +$101 | 0.02% | 220 |
|
|
2018
Q3 | $59K | Hold |
1,084
| – | – | 0.02% | 220 |
|
|
2018
Q2 | $57K | Hold |
1,084
| – | – | 0.02% | 215 |
|
|
2018
Q1 | $56K | Hold |
1,084
| – | – | 0.02% | 224 |
|
|
2017
Q4 | $56K | Hold |
1,084
| – | – | 0.02% | 226 |
|
|
2017
Q3 | $53K | Hold |
1,084
| – | – | 0.02% | 227 |
|
|
2017
Q2 | $52K | Hold |
1,084
| – | – | 0.03% | 217 |
|
|
2017
Q1 | $50K | Hold |
1,084
| – | – | 0.03% | 220 |
|
|
2016
Q4 | $48K | Sell |
1,084
-1,000
| -48% | -$43.7K | 0.03% | 221 |
|
|
2016
Q3 | $90K | Hold |
2,084
| – | – | 0.05% | 156 |
|
|
2016
Q2 | $87K | Hold |
2,084
| – | – | 0.05% | 162 |
|
|
2016
Q1 | $84K | Hold |
2,084
| – | – | 0.05% | 164 |
|
|
2015
Q4 | $83K | Sell |
2,084
-476
| -19% | -$19.4K | 0.04% | 150 |
|
|
2015
Q3 | $99K | Hold |
2,560
| – | – | 0.05% | 137 |
|
|
2015
Q2 | $108K | Hold |
2,560
| – | – | 0.05% | 134 |
|
|
2015
Q1 | $111K | Sell |
2,560
-320
| -11% | -$13.6K | 0.05% | 136 |
|
|
2014
Q4 | $120K | Hold |
2,880
| – | – | 0.06% | 132 |
|
|
2014
Q3 | $114K | Hold |
2,880
| – | – | 0.07% | 137 |
|
|
2014
Q2 | $117K | Hold |
2,880
| – | – | 0.13% | 122 |
|
|
2014
Q1 | $111K | Buy |
+2,880
| New | +$109K | 0.09% | 117 |
|
Other funds holding IWR
Hudock Inc's IWR Position: Q4 2022 in Review
Hudock Inc sold out of iShares Russell Mid-Cap ETF (IWR) in Q4 2022, closing a stake of 1,186 shares — an estimated $73K sold.
Hudock Inc first reported a position in IWR in Q1 2014 and held it in 35 quarters. The position peaked at $168K in Q2 2020. 1,140 funds tracked by Wall St. Rank hold IWR as of Q4 2022.
- Hudock Inc reported no remaining iShares Russell Mid-Cap ETF position as of Q4 2022 after selling out during the quarter.
- Hudock Inc sold 1,186 iShares Russell Mid-Cap ETF shares in Q4 2022, an estimated $73K.
- Hudock Inc first reported a position in iShares Russell Mid-Cap ETF in Q1 2014 and held it in 35 quarters.
- Hudock Inc's iShares Russell Mid-Cap ETF position peaked at $168K in Q2 2020.
- 1,140 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q4 2022.
Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.