Private Vista’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
2020
Q2
Sell
2020
Q1
$991K Buy
2019
Q3
Sell
2019
Q2
$1.29M Buy
2019
Q1
$1.02M Sell
2018
Q4
$880K Buy
2018
Q3
$913K Hold
2018
Q2
$878K Buy
2018
Q1
$850K Buy
2017
Q4
Sell
2017
Q3
$209K Sell
2017
Q2
$220K Buy