Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-63,476
| Closed | -$4.69M | – | 211 |
|
|
2021
Q1 | $4.69M | Buy |
63,476
+972
| +2% | +$71.9K | 0.46% | 53 |
|
|
2020
Q4 | $4.29M | Buy |
62,504
+23
| +0% | +$1.58K | 0.43% | 55 |
|
|
2020
Q3 | $3.59M | Buy |
62,481
+4,028
| +7% | +$231K | 0.4% | 57 |
|
|
2020
Q2 | $3.13M | Sell |
58,453
-637
| -1% | -$34.1K | 0.38% | 63 |
|
|
2020
Q1 | $2.55M | Sell |
59,090
-1,647
| -3% | -$71.1K | 0.38% | 64 |
|
|
2019
Q4 | $3.62M | Buy |
60,737
+33,277
| +121% | +$1.98M | 0.42% | 61 |
|
|
2019
Q3 | $1.56M | Sell |
27,460
-24,299
| -47% | -$1.38M | 0.2% | 106 |
|
|
2019
Q2 | $2.89M | Sell |
51,759
-585
| -1% | -$32.7K | 0.37% | 68 |
|
|
2019
Q1 | $2.82M | Buy |
52,344
+1,500
| +3% | +$80.9K | 0.37% | 70 |
|
|
2018
Q4 | $2.57M | Sell |
50,844
-5,660
| -10% | -$286K | 0.36% | 71 |
|
|
2018
Q3 | $3.12M | Sell |
56,504
-756
| -1% | -$41.7K | 0.38% | 70 |
|
|
2018
Q2 | $3.04M | Sell |
57,260
-4,144
| -7% | -$220K | 0.4% | 67 |
|
|
2018
Q1 | $3.17M | Sell |
61,404
-1,388
| -2% | -$71.6K | 0.4% | 63 |
|
|
2017
Q4 | $3.27M | Buy |
+62,792
| New | +$3.27M | 0.4% | 64 |
|