Rodgers & Associates’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 |
-2,591
| Closed | -$201K | – | 93 |
|
|
2023
Q4 | $201K | Buy |
+2,591
| New | +$201K | 0.03% | 86 |
|
|
2022
Q2 | – | Sell |
-4,389
| Closed | -$343K | – | 88 |
|
|
2022
Q1 | $343K | Sell |
4,389
-765
| -15% | -$59.8K | 0.05% | 71 |
|
|
2021
Q4 | $428K | Sell |
5,154
-356
| -6% | -$29.6K | 0.06% | 69 |
|
|
2021
Q3 | $431K | Hold |
5,510
| – | – | 0.07% | 68 |
|
|
2021
Q2 | $437K | Sell |
5,510
-185
| -3% | -$14.7K | 0.07% | 67 |
|
|
2021
Q1 | $421K | Hold |
5,695
| – | – | 0.07% | 68 |
|
|
2020
Q4 | $390K | Buy |
+5,695
| New | +$390K | 0.07% | 67 |
|