Northwest Investment Counselors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $78K | Buy |
+885
| New | +$78K | 0.02% | 201 |
|
|
2023
Q4 | – | Sell |
-721
| Closed | -$50K | – | 347 |
|
|
2023
Q3 | $50K | Buy |
+721
| New | +$50K | 0.01% | 229 |
|
|
2020
Q3 | – | Sell |
-5,303
| Closed | -$284K | – | 476 |
|
|
2020
Q2 | $284K | Buy |
5,303
+50
| +1% | +$2.68K | 0.11% | 121 |
|
|
2020
Q1 | $227K | Hold |
5,253
| – | – | 0.1% | 130 |
|
|
2019
Q4 | $313K | Buy |
+5,253
| New | +$313K | 0.11% | 127 |
|