Rockefeller Financial Services’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 | $62K | Hold |
1,192
| – | – | ﹤0.01% | 404 |
|
|
2017
Q3 | $59K | Hold |
1,192
| – | – | ﹤0.01% | 412 |
|
|
2017
Q2 | $57K | Hold |
1,192
| – | – | ﹤0.01% | 373 |
|
|
2017
Q1 | $56K | Hold |
1,192
| – | – | ﹤0.01% | 390 |
|
|
2016
Q4 | $54K | Buy |
1,192
+324
| +37% | +$14.7K | ﹤0.01% | 416 |
|
|
2016
Q3 | $37K | Buy |
+868
| New | +$37K | ﹤0.01% | 406 |
|