IDA
Intelligence Driven Advisers’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q3 | – | Sell |
-27,149
| Closed | -$1.46M | – | 93 |
|
2020
Q2 | $1.46M | Buy |
27,149
+13,720
| +102% | +$735K | 0.51% | 37 |
|
2020
Q1 | $580K | Buy |
+13,429
| New | +$580K | 0.27% | 50 |
|
2019
Q1 | – | Sell |
-26,833
| Closed | -$1.25M | – | 99 |
|
2018
Q4 | $1.25M | Buy |
+26,833
| New | +$1.25M | 0.79% | 34 |
|