Altium Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,087
| Closed | -$250K | – | 383 |
|
|
2022
Q1 | $250K | Hold |
2,087
| – | – | 0.02% | 334 |
|
|
2021
Q4 | $255K | Hold |
2,087
| – | – | 0.02% | 335 |
|
|
2021
Q3 | $236K | Buy |
2,087
+134
| +7% | +$15.2K | 0.02% | 337 |
|
|
2021
Q2 | $225K | Hold |
1,953
| – | – | 0.02% | 349 |
|
|
2021
Q1 | $213K | Buy |
+1,953
| New | +$213K | 0.02% | 351 |
|