AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $314K | Hold |
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|
2023
Q1 | $304K | Hold |
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|
2022
Q4 | $301K | Hold |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $238K | Hold |
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|
2021
Q4 | $244K | Hold |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $229K | Hold |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $246K | Hold |
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|
2020
Q3 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $241K | Sell |
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|
2019
Q3 | $236K | Hold |
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|
2019
Q2 | $235K | Hold |
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|
2019
Q1 | $229K | Hold |
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|
2018
Q4 | $201K | Hold |
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|
2018
Q3 | $238K | Hold |
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|
2018
Q2 | $233K | Buy |
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