M&R Capital Management’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $17.6K | Hold |
200
| – | – | ﹤0.01% | 326 |
|
2024
Q2 | $16.2K | Hold |
200
| – | – | ﹤0.01% | 319 |
|
2024
Q1 | $16.8K | Hold |
200
| – | – | ﹤0.01% | 317 |
|
2023
Q4 | $15.5K | Hold |
200
| – | – | ﹤0.01% | 349 |
|
2023
Q3 | $13.9K | Hold |
200
| – | – | ﹤0.01% | 349 |
|
2023
Q2 | $14.6K | Hold |
200
| – | – | ﹤0.01% | 347 |
|
2023
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 342 |
|
2022
Q4 | $13.5K | Hold |
200
| – | – | ﹤0.01% | 333 |
|
2022
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 313 |
|
2022
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 316 |
|
2022
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 309 |
|
2021
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 313 |
|
2021
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 313 |
|
2021
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 314 |
|
2021
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 310 |
|
2020
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 332 |
|
2020
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 351 |
|
2020
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 353 |
|
2020
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 361 |
|
2019
Q4 | $11K | Sell |
200
-468
| -70% | -$25.7K | ﹤0.01% | 374 |
|
2019
Q3 | $37K | Buy |
668
+468
| +234% | +$25.9K | 0.01% | 301 |
|
2019
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 404 |
|
2019
Q1 | $11K | Hold |
200
| – | – | ﹤0.01% | 406 |
|
2018
Q4 | $9K | Hold |
200
| – | – | ﹤0.01% | 417 |
|
2018
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 426 |
|
2018
Q2 | $10K | Hold |
200
| – | – | ﹤0.01% | 428 |
|
2018
Q1 | $10K | Hold |
200
| – | – | ﹤0.01% | 437 |
|
2017
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 442 |
|
2017
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 457 |
|
2017
Q2 | $9K | Hold |
200
| – | – | ﹤0.01% | 452 |
|
2017
Q1 | $9K | Hold |
200
| – | – | ﹤0.01% | 451 |
|
2016
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 451 |
|
2016
Q3 | $8K | Hold |
200
| – | – | ﹤0.01% | 444 |
|
2016
Q2 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 444 |
|