Sanders Morris Harris’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 |
-5,784
| Closed | -$445K | – | 280 |
|
|
2023
Q4 | $445K | Buy |
+5,784
| New | +$445K | 0.22% | 124 |
|
|
2022
Q3 | – | Sell |
-94,632
| Closed | -$6.21M | – | 302 |
|
|
2022
Q2 | $6.21M | Sell |
94,632
-17,362
| -16% | -$1.14M | 1.36% | 16 |
|
|
2022
Q1 | $8.74M | Buy |
+111,994
| New | +$8.74M | 1.7% | 13 |
|
|
2017
Q3 | – | Sell |
-24,200
| Closed | -$1.16M | – | 147 |
|
|
2017
Q2 | $1.16M | Sell |
24,200
-43,368
| -64% | -$2.08M | 0.47% | 36 |
|
|
2017
Q1 | $3.16M | Buy |
67,568
+6,976
| +12% | +$327K | 1.16% | 20 |
|
|
2016
Q4 | $256K | Buy |
60,592
+4,204
| +7% | +$17.8K | 0.12% | 87 |
|
|
2016
Q3 | $2.46M | Buy |
56,388
+21,776
| +63% | +$949K | 0.75% | 36 |
|
|
2016
Q2 | $1.46M | Buy |
34,612
+23,352
| +207% | +$982K | 0.34% | 70 |
|
|
2016
Q1 | $458K | Buy |
+11,260
| New | +$458K | 0.08% | 195 |
|