Affiance Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-96
| Closed | -$10.1K | – | 259 |
|
|
2022
Q4 | $10.1K | Hold |
96
| – | – | ﹤0.01% | 295 |
|
|
2022
Q3 | $9K | Hold |
96
| – | – | 0.01% | 114 |
|
|
2022
Q2 | $10K | Buy |
+96
| New | +$10K | 0.01% | 114 |
|
|
2020
Q4 | – | Sell |
-64
| Closed | -$5K | – | 137 |
|
|
2020
Q3 | $5K | Buy |
64
+1
| +2% | +$78 | ﹤0.01% | 133 |
|
|
2020
Q2 | $5K | Hold |
63
| – | – | ﹤0.01% | 126 |
|
|
2020
Q1 | $4K | Buy |
+63
| New | +$4K | ﹤0.01% | 127 |
|