IWAG
Integer Wealth Advisors Group’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $802K | Sell |
10,537
-1,408
| -12% | -$107K | 0.44% | 36 |
|
|
2020
Q4 | $831K | Sell |
11,945
-1,148
| -9% | -$79.9K | 0.55% | 37 |
|
|
2020
Q3 | $751K | Buy |
13,093
+12
| +0.1% | +$688 | 0.69% | 30 |
|
|
2020
Q2 | $700K | Hold |
13,081
| – | – | 0.72% | 29 |
|
|
2020
Q1 | $655K | Sell |
13,081
-42
| -0.3% | -$2.1K | 0.74% | 29 |
|
|
2019
Q4 | $793K | Buy |
+13,123
| New | +$793K | 0.79% | 31 |
|