Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $31M | Buy |
395,781
+7,877
| +2% | +$616K | 2.07% | 6 |
|
|
2021
Q2 | $30.7M | Buy |
387,904
+36,533
| +10% | +$2.89M | 2.07% | 6 |
|
|
2021
Q1 | $26M | Buy |
351,371
+21,239
| +6% | +$1.57M | 1.9% | 6 |
|
|
2020
Q4 | $22.6M | Buy |
330,132
+155,659
| +89% | +$10.7M | 1.74% | 8 |
|
|
2020
Q3 | $11M | Sell |
174,473
-19,632
| -10% | -$1.24M | 0.96% | 15 |
|
|
2020
Q2 | $10.4M | Sell |
194,105
-830
| -0.4% | -$44.5K | 1% | 17 |
|
|
2020
Q1 | $8.42M | Sell |
194,935
-56,364
| -22% | -$2.43M | 0.97% | 15 |
|
|
2019
Q4 | $15M | Buy |
251,299
+4,615
| +2% | +$275K | 1.4% | 9 |
|
|
2019
Q3 | $13.8M | Sell |
246,684
-188
| -0.1% | -$10.5K | 1.47% | 10 |
|
|
2019
Q2 | $13.8M | Sell |
246,872
-10,461
| -4% | -$584K | 1.44% | 9 |
|
|
2019
Q1 | $13.9M | Buy |
257,333
+23,315
| +10% | +$1.26M | 1.51% | 8 |
|
|
2018
Q4 | $10.9M | Buy |
+234,018
| New | +$10.9M | 1.35% | 9 |
|