Independent Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,716
| Closed | -$294K | – | 57 |
|
|
2021
Q2 | $294K | Sell |
3,716
-595
| -14% | -$47.1K | 0.11% | 44 |
|
|
2021
Q1 | $319K | Sell |
4,311
-1,855
| -30% | -$137K | 0.13% | 50 |
|
|
2020
Q4 | $423K | Sell |
6,166
-1,363
| -18% | -$93.5K | 0.18% | 42 |
|
|
2020
Q3 | $432K | Hold |
7,529
| – | – | 0.2% | 39 |
|
|
2020
Q2 | $404K | Sell |
7,529
-8,796
| -54% | -$472K | 0.21% | 42 |
|
|
2020
Q1 | $705K | Hold |
16,325
| – | – | 0.44% | 23 |
|
|
2019
Q4 | $973K | Buy |
+16,325
| New | +$973K | 0.61% | 21 |
|