Virginia National Bank’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
Q3 | – | Sell |
-2,787
| Closed | -$204K | – | 42 |
|
|
2023
Q2 | $204K | Sell |
2,787
-194
| -7% | -$14.2K | 0.7% | 41 |
|
|
2023
Q1 | $208K | Hold |
2,981
| – | – | 0.73% | 37 |
|
|
2022
Q4 | $201K | Sell |
2,981
-2,796
| -48% | -$189K | 0.74% | 40 |
|
|
2022
Q3 | $359K | Sell |
5,777
-12,700
| -69% | -$789K | 1.15% | 26 |
|
|
2022
Q2 | $1.2M | Sell |
18,477
-1,576
| -8% | -$102K | 1.87% | 17 |
|
|
2022
Q1 | $1.57M | Buy |
+20,053
| New | +$1.57M | 1.79% | 18 |
|