Penn Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $234K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $669K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $10M | Buy |
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|
2015
Q3 | $431K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $8.05M | Buy |
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|
2014
Q3 | $463K | Buy |
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|
2014
Q2 | $462K | Buy |
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|
2014
Q1 | $367K | Sell |
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|
2013
Q4 | $2.43M | Buy |
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|
2013
Q3 | $376K | Sell |
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|
2013
Q2 | $616K | Buy |
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