MinichMacGregor Wealth Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-1,560
Closed -$81K 532
2017
Q4
$81K Buy
1,560
+688
+79% +$34.9K 0.06% 76
2017
Q3
$42K Buy
872
+176
+25% +$8.5K 0.03% 116
2017
Q2
$33K Buy
696
+688
+8,600% +$32.6K 0.03% 129
2017
Q1
$0 Buy
+8
New +$371 ﹤0.01% 476

Other funds holding IWR

MinichMacGregor Wealth Management's IWR Position: Q1 2018 in Review

MinichMacGregor Wealth Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q1 2018, closing a stake of 1,560 shares — an estimated $81K sold.

MinichMacGregor Wealth Management first reported a position in IWR in Q1 2017 and held it in 4 quarters. The position peaked at $81K in Q4 2017. 673 funds tracked by Wall St. Rank hold IWR as of Q1 2018.

  • MinichMacGregor Wealth Management reported no remaining iShares Russell Mid-Cap ETF position as of Q1 2018 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,560 iShares Russell Mid-Cap ETF shares in Q1 2018, an estimated $81K.
  • MinichMacGregor Wealth Management first reported a position in iShares Russell Mid-Cap ETF in Q1 2017 and held it in 4 quarters.
  • MinichMacGregor Wealth Management's iShares Russell Mid-Cap ETF position peaked at $81K in Q4 2017.
  • 673 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2018, filed 3 Jul 2018.