Accel Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-257
| Closed | -$27.3K | – | 534 |
|
|
2023
Q1 | $27.3K | Hold |
257
| – | – | 0.01% | 624 |
|
|
2022
Q4 | $27.1K | Sell |
257
-7
| -3% | -$737 | 0.01% | 482 |
|
|
2022
Q3 | $27K | Buy |
264
+197
| +294% | +$20.1K | 0.01% | 487 |
|
|
2022
Q2 | $7K | Hold |
67
| – | – | ﹤0.01% | 763 |
|
|
2022
Q1 | $8K | Hold |
67
| – | – | ﹤0.01% | 742 |
|
|
2021
Q4 | $8K | Hold |
67
| – | – | ﹤0.01% | 743 |
|
|
2021
Q3 | $8K | Hold |
67
| – | – | 0.01% | 679 |
|
|
2021
Q2 | $8K | Hold |
67
| – | – | 0.01% | 728 |
|
|
2021
Q1 | $7K | Buy |
67
+60
| +857% | +$6.27K | 0.01% | 709 |
|
|
2020
Q4 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 811 |
|