RGT Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $493K | Hold |
|
|||||
|
2020
Q2 | $461K | Sell |
|
|||||
|
2020
Q1 | $446K | Hold |
|
|||||
|
2019
Q4 | $616K | Buy |
|
|||||
|
2019
Q3 | $537K | Hold |
|
|||||
|
2019
Q2 | $536K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $243K | Hold |
|
|||||
|
2018
Q1 | $237K | Hold |
|
|||||
|
2017
Q4 | $239K | Hold |
|
|||||
|
2017
Q3 | $226K | Hold |
|
|||||
|
2017
Q2 | $220K | Hold |
|
|||||
|
2017
Q1 | $215K | Sell |
|
|||||
|
2016
Q4 | $241K | Hold |
|
|||||
|
2016
Q3 | $234K | Buy |
|