WealthBridge Capital Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-872
Closed -$48K 492
2019
Q1
$48K Hold
872
0.03% 291
2018
Q4
$41K Buy
+872
New +$44K 0.03% 274

Other funds holding IWR

WealthBridge Capital Management's IWR Position: Q2 2019 in Review

WealthBridge Capital Management sold out of iShares Russell Mid-Cap ETF (IWR) in Q2 2019, closing a stake of 872 shares — an estimated $48K sold.

WealthBridge Capital Management first reported a position in IWR in Q4 2018 and held it in 2 quarters. The position peaked at $48K in Q1 2019. 761 funds tracked by Wall St. Rank hold IWR as of Q2 2019.

  • WealthBridge Capital Management reported no remaining iShares Russell Mid-Cap ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 872 iShares Russell Mid-Cap ETF shares in Q2 2019, an estimated $48K.
  • WealthBridge Capital Management first reported a position in iShares Russell Mid-Cap ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's iShares Russell Mid-Cap ETF position peaked at $48K in Q1 2019.
  • 761 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.