Private Ocean’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $525K | Hold |
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|
2024
Q1 | $545K | Hold |
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|
2023
Q4 | $504K | Sell |
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|
2023
Q3 | $463K | Buy |
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|
2023
Q2 | $473K | Hold |
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|
2023
Q1 | $453K | Sell |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $402K | Hold |
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|
2022
Q2 | $418K | Sell |
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|
2022
Q1 | $511K | Hold |
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|
2021
Q4 | $543K | Hold |
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|
2021
Q3 | $512K | Hold |
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|
2021
Q2 | $518K | Buy |
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|
2021
Q1 | $483K | Sell |
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|
2020
Q4 | $448K | Buy |
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|
2020
Q3 | $375K | Buy |
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|
2020
Q2 | $349K | Buy |
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|
2020
Q1 | $281K | Sell |
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|
2019
Q4 | $389K | Buy |
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|
2019
Q3 | $365K | Buy |
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|
2019
Q2 | $363K | Sell |
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|
2019
Q1 | $353K | Buy |
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|
2018
Q4 | $303K | Sell |
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|
2018
Q3 | $397K | Buy |
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|
2018
Q2 | $381K | Hold |
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|
2018
Q1 | $371K | Buy |
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|
2017
Q4 | $308K | Buy |
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|
2017
Q3 | $290K | Buy |
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|
2017
Q2 | $282K | Hold |
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|
2017
Q1 | $274K | Sell |
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|
2016
Q4 | $327K | Buy |
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|
2016
Q3 | $316K | Buy |
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|
2016
Q2 | $304K | Hold |
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|
2016
Q1 | $294K | Sell |
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|
2015
Q4 | $372K | Buy |
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|
2015
Q3 | $360K | Buy |
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|
2015
Q2 | $393K | Buy |
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|
2015
Q1 | $399K | Buy |
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|
2014
Q4 | $384K | Buy |
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|
2014
Q3 | $363K | Buy |
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|
2014
Q2 | $372K | Buy |
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|
2014
Q1 | $354K | Hold |
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|
2013
Q4 | $343K | Buy |
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