US Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-600
| Closed | -$24K | – | 213 |
|
|
2016
Q1 | $24K | Sell |
600
-6,412
| -91% | -$256K | 0.04% | 144 |
|
|
2015
Q4 | $281K | Buy |
7,012
+152
| +2% | +$6.09K | 0.27% | 54 |
|
|
2015
Q3 | $267K | Buy |
6,860
+660
| +11% | +$25.7K | 0.44% | 44 |
|
|
2015
Q2 | $264K | Hold |
6,200
| – | – | 0.25% | 46 |
|
|
2015
Q1 | $268K | Sell |
6,200
-400
| -6% | -$17.3K | 0.24% | 46 |
|
|
2014
Q4 | $276K | Buy |
+6,600
| New | +$276K | 0.25% | 47 |
|