Paracle Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | $3.95M | Sell |
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2020
Q4 | $3.68M | Hold |
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2020
Q3 | $3.08M | Sell |
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2020
Q2 | $2.92M | Sell |
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2020
Q1 | $2.71M | Sell |
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2019
Q4 | $8.8M | Sell |
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2019
Q3 | $8.29M | Sell |
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2019
Q2 | $8.79M | Sell |
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2019
Q1 | $8.63M | Sell |
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2018
Q4 | $7.45M | Buy |
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2018
Q3 | $2.92M | Hold |
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2018
Q2 | $2.81M | Sell |
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2018
Q1 | $2.75M | Sell |
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2017
Q4 | $2.81M | Buy |
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2017
Q3 | $2.57M | Hold |
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2017
Q2 | $2.51M | Sell |
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2017
Q1 | $2.45M | Sell |
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2016
Q4 | $2.34M | Sell |
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2016
Q3 | $2.29M | Sell |
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2016
Q2 | $2.22M | Buy |
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2016
Q1 | $1.83M | Buy |
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2015
Q4 | $1.77M | Buy |
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2015
Q3 | $1.46M | Buy |
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2015
Q2 | $328K | Buy |
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2015
Q1 | $332K | Sell |
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2014
Q4 | $323K | Buy |
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2014
Q3 | $302K | Buy |
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