Sowa Financial Group’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-1,423
| Closed | -$98K | – | 143 |
|
2020
Q4 | $98K | Buy |
1,423
+2
| +0.1% | +$138 | 0.07% | 95 |
|
2020
Q3 | $82K | Buy |
1,421
+2
| +0.1% | +$115 | 0.06% | 98 |
|
2020
Q2 | $76K | Buy |
1,419
+1
| +0.1% | +$54 | 0.06% | 92 |
|
2020
Q1 | $61K | Sell |
1,418
-856
| -38% | -$36.8K | 0.05% | 99 |
|
2019
Q4 | $136K | Buy |
+2,274
| New | +$136K | 0.11% | 71 |
|