Winslow Evans & Crocker’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
2020
Q4
$193K Buy
2017
Q1
Sell
2016
Q4
$43.1K Hold
2016
Q3
$42K Sell
2016
Q2
$45.4K Hold
2016
Q1
$44K Hold
2015
Q4
$43.3K Hold
2015
Q3
$42K Hold
2015
Q2
$46K Hold
2015
Q1
$46.7K Hold
2014
Q4
$45.1K Hold
2014
Q3
$42.8K Hold
2014
Q2
$43.9K Hold
2014
Q1
$41.8K Hold
2013
Q4
$40K Buy