MCIA
Mountain Capital Investment Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-53,874
| Closed | -$3.77M | – | 75 |
|
|
2023
Q1 | $3.77M | Sell |
53,874
-57,825
| -52% | -$4.04M | 1.66% | 9 |
|
|
2022
Q4 | $7.79M | Buy |
111,699
+2,009
| +2% | +$140K | 3.54% | 7 |
|
|
2022
Q3 | $6.99M | Sell |
109,690
-3,746
| -3% | -$239K | 3.66% | 7 |
|
|
2022
Q2 | $7.58M | Buy |
113,436
+8,001
| +8% | +$535K | 3.79% | 7 |
|
|
2022
Q1 | $8.05M | Buy |
+105,435
| New | +$8.05M | 3.8% | 7 |
|