Ishares Russell Mid Cap ETF (IWR)

Sector:
Super Investor Stats:
Ownership count:1
Ownership rank:684
% of all portfolios:0.005%
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q1  2024
≡ David Katz - Matrix Asset Advisors Add 30.27% 9,302 0.09
Q4  2023
≡ David Katz - Matrix Asset Advisors Add 5.54% 1,614 0.02
Q3  2023
≡ David Katz - Matrix Asset Advisors Add 31.63% 6,997 0.07
Q2  2023
≡ David Katz - Matrix Asset Advisors Add 28.17% 4,862 0.05
Q1  2023
≡ David Katz - Matrix Asset Advisors Add 9.36% 1,477 0.01
Q4  2022
≡ David Katz - Matrix Asset Advisors Add 159.99% 9,713 0.10
Q2  2022
≡ David Katz - Matrix Asset Advisors Add 0.26% 17 0.00
Q1  2022
≡ David Katz - Matrix Asset Advisors Add 23.22% 1,256 0.01
Q4  2021
≡ David Katz - Matrix Asset Advisors Add 94.39% 2,626 0.03
Q3  2021
≡ David Katz - Matrix Asset Advisors Buy 2,782 0.03

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.