Threshold 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $600K | Sell |
12,176
-1,500
| -11% | -$73.9K | 0.48% | 30 |
|
|
2017
Q2 | $657K | Sell |
13,676
-100
| -0.7% | -$4.8K | 0.58% | 25 |
|
|
2017
Q1 | $645K | Hold |
13,776
| – | – | 0.62% | 26 |
|
|
2016
Q4 | $616K | Hold |
13,776
| – | – | 0.54% | 31 |
|
|
2016
Q3 | $600K | Hold |
13,776
| – | – | 0.58% | 29 |
|
|
2016
Q2 | $579K | Sell |
13,776
-264
| -2% | -$11.1K | 0.58% | 28 |
|
|
2016
Q1 | $572K | Buy |
+14,040
| New | +$572K | 0.79% | 21 |
|