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Apriem Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-1,118
| Closed | -$99K | – | 257 |
|
|
2018
Q2 | $99K | Buy |
+1,118
| New | +$99K | 0.02% | 178 |
|
|
2017
Q2 | – | Sell |
-1,118
| Closed | -$93K | – | 338 |
|
|
2017
Q1 | $93K | Hold |
1,118
| – | – | 0.03% | 178 |
|
|
2016
Q4 | $90K | Buy |
+1,118
| New | +$90K | 0.03% | 175 |
|