Kovack Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,347
| Closed | -$394K | – | 567 |
|
|
2022
Q3 | $394K | Sell |
6,347
-2,064
| -25% | -$128K | 0.06% | 339 |
|
|
2022
Q2 | $544K | Sell |
8,411
-1,729
| -17% | -$112K | 0.07% | 293 |
|
|
2022
Q1 | $791K | Sell |
10,140
-590
| -5% | -$46K | 0.08% | 271 |
|
|
2021
Q4 | $891K | Buy |
10,730
+1,068
| +11% | +$88.7K | 0.09% | 252 |
|
|
2021
Q3 | $756K | Buy |
9,662
+1,002
| +12% | +$78.4K | 0.08% | 277 |
|
|
2021
Q2 | $686K | Sell |
8,660
-567
| -6% | -$44.9K | 0.08% | 275 |
|
|
2021
Q1 | $682K | Buy |
+9,227
| New | +$682K | 0.09% | 247 |
|