RVM
Robinson Value Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-6,780
| Closed | -$563K | – | 75 |
|
|
2021
Q4 | $563K | Buy |
6,780
+834
| +14% | +$69.3K | 0.46% | 52 |
|
|
2021
Q3 | $465K | Buy |
+5,946
| New | +$465K | 0.42% | 54 |
|
|
2017
Q2 | – | Sell |
-1,573
| Closed | -$294K | – | 68 |
|
|
2017
Q1 | $294K | Hold |
1,573
| – | – | 0.27% | 56 |
|
|
2016
Q4 | $281K | Buy |
+1,573
| New | +$281K | 0.26% | 60 |
|