New England Guild Wealth Advisors’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 | $1.04M | Hold |
15,432
| – | – | 0.55% | 34 |
|
|
2022
Q3 | $959K | Hold |
15,432
| – | – | 0.58% | 34 |
|
|
2022
Q2 | $998K | Hold |
15,432
| – | – | 0.62% | 35 |
|
|
2022
Q1 | $1.2M | Hold |
15,432
| – | – | 0.64% | 34 |
|
|
2021
Q4 | $1.28M | Hold |
15,432
| – | – | 0.64% | 34 |
|
|
2021
Q3 | $1.21M | Hold |
15,432
| – | – | 0.64% | 35 |
|
|
2021
Q2 | $1.22M | Hold |
15,432
| – | – | 0.66% | 36 |
|
|
2021
Q1 | $1.14M | Hold |
15,432
| – | – | 0.64% | 35 |
|
|
2020
Q4 | $1.06M | Hold |
15,432
| – | – | 0.63% | 35 |
|
|
2020
Q3 | $885K | Hold |
15,432
| – | – | 0.62% | 33 |
|
|
2020
Q2 | $827K | Hold |
15,432
| – | – | 0.61% | 33 |
|
|
2020
Q1 | $666K | Hold |
15,432
| – | – | 0.6% | 34 |
|
|
2019
Q4 | $920K | Hold |
15,432
| – | – | 0.66% | 31 |
|
|
2019
Q3 | $863K | Hold |
15,432
| – | – | 0.62% | 32 |
|
|
2019
Q2 | $862K | Hold |
15,432
| – | – | 0.64% | 30 |
|
|
2019
Q1 | $833K | Hold |
15,432
| – | – | 0.63% | 30 |
|
|
2018
Q4 | $717K | Sell |
15,432
-560
| -4% | -$26K | 0.6% | 30 |
|
|
2018
Q3 | $882K | Hold |
15,992
| – | – | 0.8% | 26 |
|
|
2018
Q2 | $848K | Hold |
15,992
| – | – | 0.77% | 26 |
|
|
2018
Q1 | $825K | Hold |
15,992
| – | – | 0.78% | 25 |
|
|
2017
Q4 | $832K | Buy |
+15,992
| New | +$832K | 0.8% | 25 |
|