Meeder Asset 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-227
| Closed | -$14K | – | 1391 |
|
2022
Q3 | $14K | Sell |
227
-575
| -72% | -$35.5K | ﹤0.01% | 1214 |
|
2022
Q2 | $52K | Sell |
802
-1,152
| -59% | -$74.7K | ﹤0.01% | 863 |
|
2022
Q1 | $152K | Buy |
1,954
+493
| +34% | +$38.4K | 0.01% | 720 |
|
2021
Q4 | $121K | Hold |
1,461
| – | – | 0.01% | 378 |
|
2021
Q3 | $114K | Sell |
1,461
-618
| -30% | -$48.2K | 0.01% | 864 |
|
2021
Q2 | $165K | Buy |
2,079
+428
| +26% | +$34K | 0.01% | 775 |
|
2021
Q1 | $122K | Hold |
1,651
| – | – | 0.01% | 863 |
|
2020
Q4 | $113K | Buy |
1,651
+227
| +16% | +$15.5K | 0.03% | 400 |
|
2020
Q3 | $82K | Buy |
+1,424
| New | +$82K | 0.01% | 834 |
|