Leonard Rickey Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,848
| Closed | -$289K | – | 78 |
|
|
2019
Q4 | $289K | Hold |
4,848
| – | – | 0.17% | 58 |
|
|
2019
Q3 | $271K | Hold |
4,848
| – | – | 0.18% | 55 |
|
|
2019
Q2 | $271K | Hold |
4,848
| – | – | 0.18% | 53 |
|
|
2019
Q1 | $262K | Hold |
4,848
| – | – | 0.19% | 59 |
|
|
2018
Q4 | $225K | Hold |
4,848
| – | – | 0.19% | 60 |
|
|
2018
Q3 | $267K | Hold |
4,848
| – | – | 0.19% | 54 |
|
|
2018
Q2 | $257K | Hold |
4,848
| – | – | 0.19% | 53 |
|
|
2018
Q1 | $250K | Buy |
4,848
+540
| +13% | +$27.8K | 0.2% | 53 |
|
|
2017
Q4 | $224K | Buy |
+4,308
| New | +$224K | 0.17% | 57 |
|