IPC
Independent Portfolio Consultants’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-11,965
| Closed | -$1.92M | – | 778 |
|
|
2015
Q4 | $1.92M | Buy |
+11,965
| New | +$1.92M | 0.57% | 34 |
|
|
2014
Q3 | – | Sell |
-3,985
| Closed | -$648K | – | 896 |
|
|
2014
Q2 | $648K | Buy |
3,985
+1,040
| +35% | +$169K | 0.18% | 161 |
|
|
2014
Q1 | $455K | Buy |
+2,945
| New | +$455K | 0.14% | 257 |
|