Artemis Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $365K | Hold |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $369K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $396K | Hold |
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|
2021
Q2 | $402K | Hold |
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|
2021
Q1 | $383K | Hold |
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|
2020
Q4 | $339K | Hold |
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|
2020
Q3 | $283K | Hold |
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|
2020
Q2 | $268K | Hold |
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|
2020
Q1 | $224K | Hold |
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|
2019
Q4 | $332K | Hold |
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|
2019
Q3 | $314K | Hold |
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|
2019
Q2 | $312K | Hold |
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|
2019
Q1 | $304K | Hold |
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|
2018
Q4 | $267K | Hold |
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|
2018
Q3 | $316K | Hold |
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|
2018
Q2 | $310K | Hold |
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|
2018
Q1 | $303K | Buy |
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