Acorn Financial Advisory Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-1,639
Closed -$201K 225
2021
Q4
$201K Buy
+1,639
New +$201K 0.04% 215
2021
Q3
Sell
-1,953
Closed -$224K 227
2021
Q2
$224K Hold
1,953
0.07% 219
2021
Q1
$216K Buy
+1,953
New +$216K 0.08% 194