WFG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $94K | Hold |
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|
2017
Q1 | $91K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $12K | Buy |
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|
2015
Q3 | $12K | Sell |
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|
2015
Q2 | $29K | Hold |
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|
2015
Q1 | $29K | Sell |
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|
2014
Q4 | $110K | Buy |
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|
2014
Q3 | $104K | Buy |
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|
2014
Q2 | $106K | Sell |
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|
2014
Q1 | $136K | Sell |
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|
2013
Q4 | $222K | Hold |
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|
2013
Q3 | $206K | Sell |
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|
2013
Q2 | $238K | Buy |
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