SVB Investment Services’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
Q1 | – | Sell |
-2,420
| Closed | -$200K | – | 43 |
|
|
2021
Q4 | $200K | Buy |
+2,420
| New | +$200K | 0.13% | 39 |
|
|
2021
Q1 | – | Sell |
-2,421
| Closed | -$166K | – | 46 |
|
|
2020
Q4 | $166K | Hold |
2,421
| – | – | 0.13% | 42 |
|
|
2020
Q3 | $139K | Hold |
2,421
| – | – | 0.12% | 44 |
|
|
2020
Q2 | $130K | Buy |
2,421
+2,189
| +944% | +$118K | 0.12% | 42 |
|
|
2020
Q1 | $10K | Hold |
232
| – | – | 0.01% | 51 |
|
|
2019
Q4 | $14K | Buy |
+232
| New | +$14K | 0.01% | 53 |
|