Rockbridge Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-632
| Closed | -$49.1K | – | 378 |
|
|
2023
Q4 | $49.1K | Buy |
+632
| New | +$49.1K | 0.01% | 243 |
|
|
2022
Q2 | – | Sell |
-248
| Closed | -$19.5K | – | 724 |
|
|
2022
Q1 | $19.5K | Hold |
248
| – | – | ﹤0.01% | 415 |
|
|
2021
Q4 | $21K | Hold |
248
| – | – | ﹤0.01% | 473 |
|
|
2021
Q3 | $19K | Hold |
248
| – | – | ﹤0.01% | 452 |
|
|
2021
Q2 | $20K | Hold |
248
| – | – | ﹤0.01% | 440 |
|
|
2021
Q1 | $18K | Hold |
248
| – | – | ﹤0.01% | 433 |
|
|
2020
Q4 | $17K | Hold |
248
| – | – | ﹤0.01% | 435 |
|
|
2020
Q3 | $14K | Hold |
248
| – | – | ﹤0.01% | 433 |
|
|
2020
Q2 | $13K | Buy |
+248
| New | +$13K | ﹤0.01% | 399 |
|