Unionview LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $342K | Buy |
3,874
+12
| +0.3% | +$1.06K | 0.25% | 58 |
|
|
2024
Q3 | $340K | Buy |
3,862
+15
| +0.4% | +$1.32K | 0.26% | 59 |
|
|
2024
Q2 | $312K | Buy |
3,847
+9
| +0.2% | +$730 | 0.25% | 60 |
|
|
2024
Q1 | $323K | Buy |
3,838
+9
| +0.2% | +$757 | 0.27% | 59 |
|
|
2023
Q4 | $298K | Buy |
3,829
+31
| +0.8% | +$2.41K | 0.27% | 61 |
|
|
2023
Q3 | $263K | Hold |
3,798
| – | – | 0.25% | 65 |
|
|
2023
Q2 | $277K | Buy |
3,798
+9
| +0.2% | +$657 | 0.25% | 66 |
|
|
2023
Q1 | $265K | Buy |
3,789
+487
| +15% | +$34.1K | 0.25% | 68 |
|
|
2022
Q4 | $223K | Buy |
+3,302
| New | +$223K | 0.22% | 75 |
|
|
2022
Q2 | – | Sell |
-2,696
| Closed | -$210K | – | 86 |
|
|
2022
Q1 | $210K | Buy |
2,696
+44
| +2% | +$3.43K | 0.2% | 87 |
|
|
2021
Q4 | $220K | Buy |
+2,652
| New | +$220K | 0.21% | 89 |
|