Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $506K | Buy |
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|
2020
Q2 | $290K | Buy |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $475K | Buy |
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|
2019
Q3 | $365K | Buy |
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|
2019
Q2 | $320K | Hold |
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|
2019
Q1 | $309K | Sell |
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|
2018
Q4 | $354K | Buy |
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|
2018
Q3 | $315K | Hold |
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|
2018
Q2 | $303K | Hold |
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|
2018
Q1 | $295K | Buy |
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|
2017
Q4 | $194K | Sell |
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|
2017
Q3 | $370K | Hold |
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|
2017
Q2 | $360K | Buy |
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|
2017
Q1 | $347K | Buy |
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|
2016
Q4 | $285K | Hold |
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|
2016
Q3 | $278K | Buy |
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|
2016
Q2 | $232K | Hold |
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|
2016
Q1 | $225K | Hold |
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|
2015
Q4 | $221K | Buy |
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