RPg Family Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-288
| Closed | -$22.5K | – | 208 |
|
|
2022
Q1 | $22.5K | Hold |
288
| – | – | 0.01% | 205 |
|
|
2021
Q4 | $23.9K | Hold |
288
| – | – | 0.01% | 209 |
|
|
2021
Q3 | $22.5K | Hold |
288
| – | – | 0.01% | 216 |
|
|
2021
Q2 | $22.8K | Buy |
+288
| New | +$22.8K | 0.01% | 214 |
|
|
2020
Q4 | $12.9K | Hold |
188
| – | – | 0.01% | 272 |
|
|
2020
Q3 | $10.8K | Hold |
188
| – | – | 0.01% | 274 |
|
|
2020
Q2 | $10.1K | Buy |
+188
| New | +$10.1K | 0.01% | 279 |
|
|
2020
Q1 | – | Sell |
-188
| Closed | -$11.2K | – | 269 |
|
|
2019
Q4 | $11.2K | Sell |
188
-200
| -52% | -$11.9K | 0.01% | 257 |
|
|
2019
Q3 | $21.7K | Buy |
388
+200
| +106% | +$11.2K | 0.01% | 216 |
|
|
2019
Q2 | $10.5K | Hold |
188
| – | – | 0.01% | 275 |
|
|
2019
Q1 | $10.1K | Buy |
+188
| New | +$10.1K | 0.01% | 293 |
|
|
2018
Q4 | – | Sell |
-188
| Closed | -$10.4K | – | 242 |
|
|
2018
Q3 | $10.4K | Buy |
+188
| New | +$10.4K | 0.01% | 250 |
|