Surevest’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
Q3 | $2K | Sell |
33
-213
| -87% | -$12.9K | ﹤0.01% | 396 |
|
|
2022
Q2 | $16K | Buy |
246
+1
| +0.4% | +$65 | ﹤0.01% | 279 |
|
|
2022
Q1 | $19K | Sell |
245
-740
| -75% | -$57.4K | ﹤0.01% | 248 |
|
|
2021
Q4 | $82K | Buy |
+985
| New | +$82K | 0.02% | 157 |
|
|
2020
Q2 | – | Sell |
-5,536
| Closed | -$239K | – | 91 |
|
|
2020
Q1 | $239K | Buy |
5,536
+708
| +15% | +$30.6K | 0.13% | 91 |
|
|
2019
Q4 | $288K | Buy |
4,828
+239
| +5% | +$14.3K | 0.12% | 121 |
|
|
2019
Q3 | $257K | Sell |
4,589
-195
| -4% | -$10.9K | 0.13% | 118 |
|
|
2019
Q2 | $267K | Buy |
+4,784
| New | +$267K | 0.14% | 117 |
|
|
2019
Q1 | – | Sell |
-9,020
| Closed | -$419K | – | 132 |
|
|
2018
Q4 | $419K | Buy |
+9,020
| New | +$419K | 0.33% | 61 |
|