Reilly Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $133K | Buy |
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|
2021
Q3 | $121K | Hold |
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|
2021
Q2 | $122K | Buy |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $106K | Buy |
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|
2020
Q3 | $89K | Sell |
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|
2020
Q2 | $84K | Sell |
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|
2020
Q1 | $97K | Hold |
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|
2019
Q4 | $134K | Buy |
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|
2019
Q3 | $124K | Buy |
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|
2019
Q2 | $100K | Sell |
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|
2019
Q1 | $101K | Buy |
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|
2018
Q4 | $83K | Sell |
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|
2018
Q3 | $108K | Hold |
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|
2018
Q2 | $104K | Sell |
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|
2018
Q1 | $112K | Buy |
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|
2017
Q4 | $112K | Sell |
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|
2017
Q3 | $123K | Hold |
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|
2017
Q2 | $120K | Hold |
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|
2017
Q1 | $117K | Sell |
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|
2016
Q4 | $118K | Buy |
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|
2016
Q3 | $84K | Buy |
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|
2016
Q2 | $81K | Buy |
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|
2016
Q1 | $77K | Hold |
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|
2015
Q4 | $75K | Buy |
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|
2015
Q3 | $73K | Hold |
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|
2015
Q2 | $80K | Hold |
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|
2015
Q1 | $81K | Sell |
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|
2014
Q4 | $86K | Sell |
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|
2014
Q3 | $100K | Sell |
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|
2014
Q2 | $108K | Buy |
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|
2014
Q1 | $94K | Sell |
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|
2013
Q4 | $123K | Buy |
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|
2013
Q3 | $115K | Hold |
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|
2013
Q2 | $107K | Buy |
|