Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-2,036
| Closed | -$89K | – | 635 |
|
|
2016
Q3 | $89K | Sell |
2,036
-644
| -24% | -$28.2K | 0.03% | 332 |
|
|
2016
Q2 | $113K | Buy |
2,680
+832
| +45% | +$35.1K | 0.04% | 298 |
|
|
2016
Q1 | $75K | Buy |
1,848
+1,200
| +185% | +$48.7K | 0.03% | 325 |
|
|
2015
Q4 | $26K | Hold |
648
| – | – | 0.01% | 524 |
|
|
2015
Q3 | $25K | Hold |
648
| – | – | 0.01% | 515 |
|
|
2015
Q2 | $28K | Hold |
648
| – | – | 0.01% | 513 |
|
|
2015
Q1 | $28K | Buy |
+648
| New | +$28K | 0.01% | 492 |
|