Advisory Research’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-6,136
| Closed | -$453K | – | 308 |
|
|
2015
Q2 | $453K | Sell |
6,136
-895
| -13% | -$66.1K | 0.01% | 287 |
|
|
2015
Q1 | $529K | Buy |
7,031
+3,675
| +110% | +$277K | 0.01% | 291 |
|
|
2014
Q4 | $248K | Buy |
+3,356
| New | +$248K | ﹤0.01% | 322 |
|
|
2013
Q4 | – | Sell |
-4,581
| Closed | -$280K | – | 323 |
|
|
2013
Q3 | $280K | Buy |
+4,581
| New | +$280K | ﹤0.01% | 287 |
|