Jacobus Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $3.36M | Sell |
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|
2017
Q2 | $3.28M | Hold |
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|
2017
Q1 | $3.2M | Sell |
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|
2016
Q4 | $3.14M | Sell |
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|
2016
Q3 | $3.48M | Buy |
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|
2016
Q2 | $3.32M | Sell |
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|
2016
Q1 | $4.33M | Sell |
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|
2015
Q4 | $4.42M | Sell |
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|
2015
Q3 | $4.59M | Buy |
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|
2015
Q2 | $5.02M | Buy |
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|
2015
Q1 | $5M | Buy |
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|
2014
Q4 | $4.79M | Buy |
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|
2014
Q3 | $4.47M | Buy |
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|
2014
Q2 | $4.59M | Sell |
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|
2014
Q1 | $4.42M | Buy |
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|
2013
Q4 | $4.24M | Buy |
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|
2013
Q3 | $3.14M | Buy |
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|
2013
Q2 | $2.92M | Buy |
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