Investors Capital Advisory Services’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
Q2 | $1.06M | Buy |
25,312
+404
| +2% | +$17K | 0.2% | 139 |
|
|
2016
Q1 | $1.01M | Buy |
24,908
+824
| +3% | +$33.5K | 0.2% | 139 |
|
|
2015
Q4 | $964K | Sell |
24,084
-1,504
| -6% | -$60.2K | 0.19% | 150 |
|
|
2015
Q3 | $995K | Sell |
25,588
-48
| -0.2% | -$1.87K | 0.2% | 132 |
|
|
2015
Q2 | $1.09M | Buy |
25,636
+1,248
| +5% | +$53.1K | 0.2% | 138 |
|
|
2015
Q1 | $1.06M | Buy |
24,388
+404
| +2% | +$17.5K | 0.2% | 142 |
|
|
2014
Q4 | $1M | Sell |
23,984
-996
| -4% | -$41.6K | 0.19% | 152 |
|
|
2014
Q3 | $988K | Hold |
24,980
| – | – | 0.19% | 149 |
|
|
2014
Q2 | $1.02M | Sell |
24,980
-1,332
| -5% | -$54.1K | 0.16% | 192 |
|
|
2014
Q1 | $1.02M | Buy |
26,312
+1,428
| +6% | +$55.2K | 0.22% | 134 |
|
|
2013
Q4 | $933K | Sell |
24,884
-744
| -3% | -$27.9K | 0.22% | 132 |
|
|
2013
Q3 | $891K | Sell |
25,628
-2,836
| -10% | -$98.6K | 0.23% | 123 |
|
|
2013
Q2 | $924K | Buy |
+28,464
| New | +$924K | 0.28% | 96 |
|