InterOcean Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $498K | Sell |
5,926
-525
| -8% | -$44.1K | 0.01% | 301 |
|
|
2023
Q4 | $501K | Buy |
6,451
+283
| +5% | +$22K | 0.01% | 293 |
|
|
2023
Q3 | $427K | Buy |
6,168
+122
| +2% | +$8.45K | 0.01% | 292 |
|
|
2023
Q2 | $442K | Hold |
6,046
| – | – | 0.01% | 297 |
|
|
2023
Q1 | $423K | Hold |
6,046
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $408K | Hold |
6,046
| – | – | 0.01% | 290 |
|
|
2022
Q3 | $376K | Hold |
6,046
| – | – | 0.02% | 271 |
|
|
2022
Q2 | $391K | Buy |
6,046
+172
| +3% | +$11.1K | 0.02% | 269 |
|
|
2022
Q1 | $458K | Hold |
5,874
| – | – | 0.02% | 175 |
|
|
2021
Q4 | $488K | Hold |
5,874
| – | – | 0.02% | 173 |
|
|
2021
Q3 | $459K | Sell |
5,874
-134
| -2% | -$10.5K | 0.02% | 165 |
|
|
2021
Q2 | $476K | Buy |
+6,008
| New | +$476K | 0.02% | 162 |
|