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Ancora Family Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Ancora Family Wealth Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q3 		$342K Buy
4,455
+820
+23% +$62.9K 0.12% 152
2016
Q2 		$270K Hold
3,635
– – 0.1% 155
2016
Q1 		$258K Hold
3,635
– – 0.11% 157
2015
Q4 		$250K Hold
3,635
– – 0.11% 157
2015
Q3 		$244K Buy
+3,635
New +$244K 0.1% 165