Riverbridge Partners’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-5,592
| Closed | -$276K | – | 141 |
|
|
2017
Q3 | $276K | Hold |
5,592
| – | – | 0.01% | 126 |
|
|
2017
Q2 | $269K | Sell |
5,592
-1,072
| -16% | -$51.6K | 0.01% | 133 |
|
|
2017
Q1 | $312K | Sell |
6,664
-52
| -0.8% | -$2.44K | 0.01% | 123 |
|
|
2016
Q4 | $300K | Sell |
6,716
-80
| -1% | -$3.57K | 0.01% | 122 |
|
|
2016
Q3 | $296K | Sell |
6,796
-1,180
| -15% | -$51.4K | 0.01% | 120 |
|
|
2016
Q2 | $335K | Hold |
7,976
| – | – | 0.01% | 119 |
|
|
2016
Q1 | $325K | Hold |
7,976
| – | – | 0.01% | 122 |
|
|
2015
Q4 | $319K | Sell |
7,976
-3,504
| -31% | -$140K | 0.01% | 124 |
|
|
2015
Q3 | $446K | Hold |
11,480
| – | – | 0.01% | 117 |
|
|
2015
Q2 | $489K | Buy |
11,480
+20
| +0.2% | +$852 | 0.01% | 114 |
|
|
2015
Q1 | $496K | Sell |
11,460
-24
| -0.2% | -$1.04K | 0.01% | 112 |
|
|
2014
Q4 | $480K | Sell |
11,484
-32
| -0.3% | -$1.34K | 0.01% | 110 |
|
|
2014
Q3 | $456K | Sell |
11,516
-436
| -4% | -$17.3K | 0.01% | 111 |
|
|
2014
Q2 | $486K | Sell |
11,952
-1,408
| -11% | -$57.3K | 0.01% | 113 |
|
|
2014
Q1 | $517K | Sell |
13,360
-24
| -0.2% | -$929 | 0.01% | 110 |
|
|
2013
Q4 | $502K | Sell |
13,384
-140
| -1% | -$5.25K | 0.01% | 107 |
|
|
2013
Q3 | $470K | Buy |
13,524
+1,736
| +15% | +$60.3K | 0.01% | 103 |
|
|
2013
Q2 | $383K | Buy |
+11,788
| New | +$383K | 0.01% | 111 |
|