Lynch & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $292K | Sell |
|
|||||
|
2022
Q1 | $709K | Sell |
|
|||||
|
2021
Q4 | $803K | Sell |
|
|||||
|
2021
Q3 | $786K | Sell |
|
|||||
|
2021
Q2 | $813K | Sell |
|
|||||
|
2021
Q1 | $896K | Hold |
|
|||||
|
2020
Q4 | $831K | Sell |
|
|||||
|
2020
Q3 | $754K | Sell |
|
|||||
|
2020
Q2 | $729K | Sell |
|
|||||
|
2020
Q1 | $629K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $223K | Sell |
|
|||||
|
2018
Q4 | $230K | Buy |
|