Stifel Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $48K | Hold |
1,200
| – | – | 0.01% | 274 |
|
|
2014
Q2 | $49K | Hold |
1,200
| – | – | 0.01% | 274 |
|
|
2014
Q1 | $47K | Buy |
1,200
+160
| +15% | +$6.27K | 0.01% | 274 |
|
|
2013
Q4 | $39K | Hold |
1,040
| – | – | 0.01% | 287 |
|
|
2013
Q3 | $37K | Hold |
1,040
| – | – | 0.01% | 289 |
|
|
2013
Q2 | $34K | Buy |
+1,040
| New | +$34K | 0.01% | 283 |
|