Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4.69M | Buy |
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|
2020
Q4 | $4.29M | Buy |
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|
2020
Q3 | $3.58M | Buy |
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|
2020
Q2 | $3.13M | Sell |
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|
2020
Q1 | $2.55M | Sell |
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|
2019
Q4 | $3.62M | Buy |
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|
2019
Q3 | $1.56M | Sell |
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|
2019
Q2 | $2.89M | Sell |
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|
2019
Q1 | $2.82M | Buy |
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|
2018
Q4 | $2.57M | Sell |
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|
2018
Q3 | $3.12M | Sell |
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|
2018
Q2 | $3.04M | Sell |
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|
2018
Q1 | $3.17M | Sell |
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|
2017
Q4 | $3.27M | Buy |
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