Zeke Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $434K | Hold |
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|
2022
Q3 | $400K | Hold |
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|
2022
Q2 | $416K | Hold |
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|
2022
Q1 | $503K | Hold |
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|
2021
Q4 | $535K | Hold |
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|
2021
Q3 | $504K | Hold |
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|
2021
Q2 | $510K | Hold |
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|
2021
Q1 | $476K | Sell |
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|
2020
Q4 | $542K | Hold |
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|
2020
Q3 | $453K | Hold |
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|
2020
Q2 | $423K | Hold |
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|
2020
Q1 | $341K | Hold |
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|
2019
Q4 | $471K | Hold |
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|
2019
Q3 | $442K | Hold |
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|
2019
Q2 | $441K | Sell |
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|
2019
Q1 | $966K | Hold |
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|
2018
Q4 | $832K | Buy |
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|
2018
Q3 | $435K | Hold |
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|
2018
Q2 | $419K | Hold |
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|
2018
Q1 | $408K | Hold |
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|
2017
Q4 | $411K | Sell |
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|
2017
Q3 | $554K | Hold |
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|
2017
Q2 | $540K | Hold |
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|
2017
Q1 | $526K | Hold |
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|
2016
Q4 | $503K | Hold |
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|
2016
Q3 | $481K | Hold |
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|
2016
Q2 | $473K | Hold |
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|
2016
Q1 | $458K | Buy |
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