Personal Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $394K | Buy |
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|
2022
Q3 | $336K | Buy |
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|
2022
Q2 | $300K | Buy |
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|
2022
Q1 | $343K | Sell |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $391K | Buy |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $361K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $502K | Buy |
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|
2019
Q3 | $368K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $296K | Buy |
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