AdvicePeriod’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $7.82M | Sell |
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2021
Q1 | $7.67M | Sell |
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|
2020
Q4 | $6.88M | Sell |
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|
2020
Q3 | $5.84M | Buy |
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|
2020
Q2 | $4.59M | Sell |
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|
2020
Q1 | $7.08M | Buy |
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|
2019
Q4 | $5.81M | Buy |
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|
2019
Q3 | $5.49M | Buy |
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|
2019
Q2 | $5.26M | Buy |
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|
2019
Q1 | $4.79M | Buy |
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|
2018
Q4 | $3.87M | Buy |
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|
2018
Q3 | $3.46M | Buy |
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|
2018
Q2 | $1.41M | Buy |
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2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $973K | Buy |
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