Sanford Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.03M | Buy |
15,248
+1,097
| +8% | +$74K | 0.24% | 56 |
|
|
2022
Q3 | $879K | Buy |
14,151
+3,207
| +29% | +$199K | 0.25% | 47 |
|
|
2022
Q2 | $708K | Sell |
10,944
-524
| -5% | -$33.9K | 0.2% | 55 |
|
|
2022
Q1 | $895K | Buy |
11,468
+288
| +3% | +$22.5K | 0.24% | 43 |
|
|
2021
Q4 | $928K | Sell |
11,180
-904
| -7% | -$75K | 0.21% | 46 |
|
|
2021
Q3 | $945K | Buy |
12,084
+835
| +7% | +$65.3K | 0.24% | 41 |
|
|
2021
Q2 | $891K | Buy |
11,249
+132
| +1% | +$10.5K | 0.23% | 42 |
|
|
2021
Q1 | $822K | Hold |
11,117
| – | – | 0.23% | 41 |
|
|
2020
Q4 | $762K | Buy |
+11,117
| New | +$762K | 0.24% | 42 |
|