Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $506K | Buy |
8,819
+3,413
| +63% | +$196K | 0.02% | 270 |
|
|
2020
Q2 | $290K | Buy |
5,406
+646
| +14% | +$34.7K | 0.02% | 346 |
|
|
2020
Q1 | $205K | Sell |
4,760
-3,209
| -40% | -$138K | 0.02% | 384 |
|
|
2019
Q4 | $475K | Buy |
7,969
+1,445
| +22% | +$86.1K | 0.03% | 288 |
|
|
2019
Q3 | $365K | Buy |
6,524
+804
| +14% | +$45K | 0.03% | 311 |
|
|
2019
Q2 | $320K | Hold |
5,720
| – | – | 0.02% | 336 |
|
|
2019
Q1 | $309K | Sell |
5,720
-1,900
| -25% | -$103K | 0.02% | 350 |
|
|
2018
Q4 | $354K | Buy |
7,620
+1,900
| +33% | +$88.3K | 0.03% | 288 |
|
|
2018
Q3 | $315K | Hold |
5,720
| – | – | 0.03% | 345 |
|
|
2018
Q2 | $303K | Hold |
5,720
| – | – | 0.03% | 362 |
|
|
2018
Q1 | $295K | Buy |
5,720
+1,988
| +53% | +$103K | 0.03% | 365 |
|
|
2017
Q4 | $194K | Sell |
3,732
-3,772
| -50% | -$196K | 0.02% | 501 |
|
|
2017
Q3 | $370K | Hold |
7,504
| – | – | 0.04% | 312 |
|
|
2017
Q2 | $360K | Buy |
7,504
+84
| +1% | +$4.03K | 0.04% | 297 |
|
|
2017
Q1 | $347K | Buy |
7,420
+1,048
| +16% | +$49K | 0.05% | 254 |
|
|
2016
Q4 | $285K | Hold |
6,372
| – | – | 0.04% | 290 |
|
|
2016
Q3 | $278K | Buy |
6,372
+860
| +16% | +$37.5K | 0.04% | 293 |
|
|
2016
Q2 | $232K | Hold |
5,512
| – | – | 0.04% | 328 |
|
|
2016
Q1 | $225K | Hold |
5,512
| – | – | 0.04% | 327 |
|
|
2015
Q4 | $221K | Buy |
+5,512
| New | +$221K | 0.04% | 338 |
|