WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $94K | Hold |
1,952
| – | – | 0.02% | 542 |
|
|
2017
Q1 | $91K | Buy |
+1,952
| New | +$91K | 0.02% | 499 |
|
|
2016
Q1 | – | Sell |
-308
| Closed | -$12K | – | 1598 |
|
|
2015
Q4 | $12K | Buy |
308
+4
| +1% | +$156 | ﹤0.01% | 1031 |
|
|
2015
Q3 | $12K | Sell |
304
-372
| -55% | -$14.7K | ﹤0.01% | 1046 |
|
|
2015
Q2 | $29K | Hold |
676
| – | – | 0.01% | 879 |
|
|
2015
Q1 | $29K | Sell |
676
-1,956
| -74% | -$83.9K | 0.01% | 885 |
|
|
2014
Q4 | $110K | Buy |
2,632
+4
| +0.2% | +$167 | 0.02% | 605 |
|
|
2014
Q3 | $104K | Buy |
2,628
+8
| +0.3% | +$317 | 0.02% | 652 |
|
|
2014
Q2 | $106K | Sell |
2,620
-900
| -26% | -$36.4K | 0.02% | 638 |
|
|
2014
Q1 | $136K | Sell |
3,520
-2,396
| -41% | -$92.6K | 0.03% | 535 |
|
|
2013
Q4 | $222K | Hold |
5,916
| – | – | 0.03% | 487 |
|
|
2013
Q3 | $206K | Sell |
5,916
-1,428
| -19% | -$49.7K | 0.03% | 473 |
|
|
2013
Q2 | $238K | Buy |
+7,344
| New | +$238K | 0.04% | 424 |
|