A detailed history of Colorado Capital Management, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Colorado Capital Management, Inc. holds 4,365 shares of IWR stock, worth $382,766. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,365
Previous 4,365 -0.0%
Holding current value
$382,766
Previous $367,000 3.54%
% of portfolio
0.2%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 17, 2023

BUY
$62.09 - $71.89 $22,662 - $26,239
365 Added 9.13%
4,365 $293,000
Q4 2021

Jan 28, 2022

SELL
$78.41 - $85.28 $162,465 - $176,700
-2,072 Reduced 34.12%
4,000 $333,000
Q1 2020

May 08, 2020

SELL
$36.81 - $61.96 $108,957 - $183,401
-2,960 Reduced 32.77%
6,072 $262,000
Q4 2018

Jan 16, 2019

BUY
$43.7 - $54.95 $296,023 - $372,231
6,774 Added 300.0%
9,032 $419,000
Q3 2017

Oct 18, 2017

BUY
$48.84 - $49.29 $110,280 - $111,296
2,258
2,258 $445,000

Others Institutions Holding IWR

About ISHARES RUSSELL MID-CAP ETF


  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Colorado Capital Management, Inc. Portfolio

Follow Colorado Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Colorado Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Colorado Capital Management, Inc. with notifications on news.