Arthur Zaske & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-8,239
| Closed | -$700K | – | 94 |
|
|
2017
Q3 | $700K | Hold |
8,239
| – | – | 0.74% | 15 |
|
|
2017
Q2 | $693K | Sell |
8,239
-245
| -3% | -$20.6K | 0.61% | 14 |
|
|
2017
Q1 | $704K | Hold |
8,484
| – | – | 0.51% | 15 |
|
|
2016
Q4 | $682K | Sell |
8,484
-82
| -1% | -$6.59K | 0.49% | 21 |
|
|
2016
Q3 | $658K | Buy |
+8,566
| New | +$658K | 0.98% | 22 |
|