MA Private Wealth’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
Q2 | – | Sell |
-5,925
| Closed | -$256K | – | 89 |
|
|
2020
Q1 | $256K | Buy |
5,925
+24
| +0.4% | +$1.04K | 0.08% | 70 |
|
|
2019
Q4 | $352K | Sell |
5,901
-2,222
| -27% | -$133K | 0.11% | 49 |
|
|
2019
Q3 | $454K | Sell |
8,123
-1,703
| -17% | -$95.2K | 0.13% | 58 |
|
|
2019
Q2 | $549K | Sell |
9,826
-3,892
| -28% | -$217K | 0.16% | 54 |
|
|
2019
Q1 | $740K | Sell |
13,718
-3,139
| -19% | -$169K | 0.23% | 50 |
|
|
2018
Q4 | $784K | Buy |
+16,857
| New | +$784K | 0.3% | 48 |
|