SHJ
Sharkey, Howes & Javer’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,820
| Closed | -$102K | – | 113 |
|
|
2019
Q2 | $102K | Hold |
1,820
| – | – | 0.05% | 82 |
|
|
2019
Q1 | $98K | Sell |
1,820
-1,112
| -38% | -$59.9K | 0.05% | 85 |
|
|
2018
Q4 | $136K | Buy |
2,932
+2,199
| +300% | – | 0.09% | 65 |
|
|
2018
Q3 | $162K | Hold |
733
| – | – | 0.08% | 63 |
|
|
2018
Q2 | $155K | Hold |
733
| – | – | 0.09% | 53 |
|
|
2018
Q1 | $151K | Sell |
733
-46
| -6% | -$9.48K | 0.09% | 43 |
|
|
2017
Q4 | $162K | Sell |
779
-173
| -18% | -$36K | 0.09% | 39 |
|
|
2017
Q3 | $190K | Hold |
952
| – | – | 0.1% | 40 |
|
|
2017
Q2 | $183K | Hold |
952
| – | – | 0.1% | 37 |
|
|
2017
Q1 | $178K | Hold |
952
| – | – | 0.09% | 40 |
|
|
2016
Q4 | $170K | Buy |
952
+164
| +21% | +$29.3K | 0.1% | 40 |
|
|
2016
Q3 | $137K | Hold |
788
| – | – | 0.08% | 44 |
|
|
2016
Q2 | $133K | Hold |
788
| – | – | 0.08% | 49 |
|
|
2016
Q1 | $128K | Buy |
788
+495
| +169% | +$80.4K | 0.09% | 46 |
|
|
2015
Q4 | $47K | Sell |
293
-222
| -43% | -$35.6K | 0.03% | 98 |
|
|
2015
Q3 | $83K | Buy |
+515
| New | +$83K | 0.06% | 67 |
|
|
2015
Q2 | – | Sell |
-633
| Closed | -$110K | – | 228 |
|
|
2015
Q1 | $110K | Buy |
+633
| New | +$110K | 0.07% | 59 |
|