MinichMacGregor Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,560
| Closed | -$81K | – | 533 |
|
|
2017
Q4 | $81K | Buy |
1,560
+688
| +79% | +$35.7K | 0.06% | 76 |
|
|
2017
Q3 | $42K | Buy |
872
+176
| +25% | +$8.48K | 0.03% | 116 |
|
|
2017
Q2 | $33K | Buy |
696
+688
| +8,600% | +$32.6K | 0.03% | 129 |
|
|
2017
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 478 |
|