Winslow Evans & Crocker’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $193K | Buy |
+2,816
| New | +$193K | 0.04% | 336 |
|
|
2017
Q1 | – | Sell |
-968
| Closed | -$43.1K | – | 1263 |
|
|
2016
Q4 | $43.1K | Hold |
968
| – | – | 0.01% | 565 |
|
|
2016
Q3 | $42K | Sell |
968
-112
| -10% | -$4.86K | 0.01% | 581 |
|
|
2016
Q2 | $45.4K | Hold |
1,080
| – | – | 0.01% | 537 |
|
|
2016
Q1 | $44K | Hold |
1,080
| – | – | 0.01% | 530 |
|
|
2015
Q4 | $43.3K | Hold |
1,080
| – | – | 0.01% | 564 |
|
|
2015
Q3 | $42K | Hold |
1,080
| – | – | 0.01% | 547 |
|
|
2015
Q2 | $46K | Hold |
1,080
| – | – | 0.01% | 572 |
|
|
2015
Q1 | $46.7K | Hold |
1,080
| – | – | 0.01% | 559 |
|
|
2014
Q4 | $45.1K | Hold |
1,080
| – | – | 0.01% | 561 |
|
|
2014
Q3 | $42.8K | Hold |
1,080
| – | – | 0.01% | 587 |
|
|
2014
Q2 | $43.9K | Hold |
1,080
| – | – | 0.01% | 517 |
|
|
2014
Q1 | $41.8K | Hold |
1,080
| – | – | 0.01% | 519 |
|
|
2013
Q4 | $40K | Buy |
+1,080
| New | +$40K | 0.01% | 547 |
|