PS
Portfolio Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-4,054
| Closed | -$233K | – | 44 |
|
2020
Q3 | $233K | Hold |
4,054
| – | – | 0.03% | 48 |
|
2020
Q2 | $217K | Buy |
+4,054
| New | +$217K | 0.03% | 49 |
|
2019
Q1 | – | Sell |
-5,084
| Closed | -$236K | – | 41 |
|
2018
Q4 | $236K | Buy |
5,084
+3,813
| +300% | +$177K | 0.04% | 41 |
|
2018
Q3 | $279K | Buy |
+1,271
| New | +$279K | 0.04% | 33 |
|
2018
Q2 | – | Sell |
-760
| Closed | -$157K | – | 109 |
|
2018
Q1 | $157K | Hold |
760
| – | – | 0.02% | 40 |
|
2017
Q4 | $158K | Hold |
760
| – | – | 0.02% | 42 |
|
2017
Q3 | $150K | Hold |
760
| – | – | 0.02% | 43 |
|
2017
Q2 | $146K | Hold |
760
| – | – | 0.02% | 45 |
|
2017
Q1 | $142K | Buy |
+760
| New | +$142K | 0.02% | 37 |
|