Acorn Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
Sell
-194
Closed -$17K 289
2018
Q2
$17K Hold
194
0.01% 420
2018
Q1
$17K Sell
194
-15
-7% -$1.31K 0.01% 412
2017
Q4
$19K Buy
+209
New +$19K 0.02% 390