Vigilant Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $135K | Hold |
1,845
| – | – | 0.01% | 188 |
|
|
2023
Q1 | $129K | Hold |
1,845
| – | – | 0.01% | 181 |
|
|
2022
Q4 | $124K | Buy |
1,845
+1,181
| +178% | +$79.4K | 0.01% | 189 |
|
|
2022
Q3 | $41K | Hold |
664
| – | – | ﹤0.01% | 303 |
|
|
2022
Q2 | $43K | Hold |
664
| – | – | ﹤0.01% | 290 |
|
|
2022
Q1 | $52K | Hold |
664
| – | – | ﹤0.01% | 291 |
|
|
2021
Q4 | $55K | Hold |
664
| – | – | ﹤0.01% | 306 |
|
|
2021
Q3 | $52K | Hold |
664
| – | – | ﹤0.01% | 264 |
|
|
2021
Q2 | $53K | Hold |
664
| – | – | ﹤0.01% | 262 |
|
|
2021
Q1 | $49K | Hold |
664
| – | – | ﹤0.01% | 240 |
|
|
2020
Q4 | $46K | Buy |
+664
| New | +$46K | ﹤0.01% | 232 |
|
|
2019
Q1 | – | Sell |
-1,080
| Closed | -$50K | – | 441 |
|
|
2018
Q4 | $50K | Hold |
1,080
| – | – | 0.01% | 249 |
|
|
2018
Q3 | $60K | Hold |
1,080
| – | – | 0.01% | 256 |
|
|
2018
Q2 | $57K | Buy |
+1,080
| New | +$57K | 0.01% | 244 |
|