Townsend & Associates’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
2020
Q3
Sell
-32,097
Closed -$1.72M 72
2020
Q2
$1.72M Buy
32,097
+7,282
+29% +$390K 1.45% 25
2020
Q1
$1.1M Buy
24,815
+2,693
+12% +$119K 1.14% 50
2019
Q4
$1.32M Buy
22,122
+1,224
+6% +$73.1K 1.16% 51
2019
Q3
$1.13M Buy
+20,898
New +$1.13M 1.08% 53