LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $703K | Buy |
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|
2020
Q2 | $647K | Buy |
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|
2020
Q1 | $434K | Buy |
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|
2019
Q4 | $598K | Buy |
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|
2019
Q3 | $480K | Buy |
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|
2019
Q2 | $410K | Sell |
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|
2019
Q1 | $452K | Sell |
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|
2018
Q4 | $391K | Sell |
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|
2018
Q3 | $474K | Buy |
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|
2018
Q2 | $456K | Sell |
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|
2018
Q1 | $456K | Buy |
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|
2017
Q4 | $408K | Hold |
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|
2017
Q3 | $408K | Buy |
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|
2017
Q2 | $384K | Hold |
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|
2017
Q1 | $374K | Buy |
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|
2016
Q4 | $258K | Buy |
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|
2016
Q3 | $251K | Buy |
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|
2016
Q2 | $228K | Hold |
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|
2016
Q1 | $221K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $211K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $169K | Buy |
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|
2013
Q4 | $137K | Buy |
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|
2013
Q3 | $120K | Hold |
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|
2013
Q2 | $112K | Buy |
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