Simplicity Solutions’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $6.07M | Sell |
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|
2023
Q3 | $5.56M | Sell |
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|
2023
Q2 | $6.84M | Sell |
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|
2023
Q1 | $6.9M | Buy |
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|
2022
Q4 | $973K | Sell |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $876K | Buy |
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|
2021
Q3 | $714K | Buy |
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|
2021
Q2 | $420K | Sell |
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|
2021
Q1 | $453K | Sell |
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|
2020
Q4 | $19.2M | Buy |
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|
2020
Q3 | $14.2M | Buy |
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|
2020
Q2 | $12.9M | Buy |
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|
2020
Q1 | $6.1M | Buy |
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|
2019
Q4 | $2.57M | Buy |
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|
2019
Q3 | $1.11M | Buy |
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|
2019
Q2 | $307K | Sell |
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|
2019
Q1 | $347K | Sell |
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|
2018
Q4 | $342K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $466K | Sell |
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|
2017
Q1 | $532K | Buy |
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|
2016
Q4 | $434K | Buy |
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|
2016
Q3 | $312K | Buy |
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|
2016
Q2 | $205K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.02M | Buy |
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