AP
Atwood & Palmer’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-15
| Closed | -$1K | – | 380 |
|
|
2020
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 323 |
|
|
2019
Q2 | – | Sell |
-390
| Closed | -$34K | – | 323 |
|
|
2019
Q1 | $34K | Hold |
390
| – | – | ﹤0.01% | 194 |
|
|
2018
Q4 | $30K | Buy |
+390
| New | +$30K | ﹤0.01% | 193 |
|
|
2017
Q1 | – | Sell |
-364
| Closed | -$29K | – | 321 |
|
|
2016
Q4 | $29K | Hold |
364
| – | – | 0.01% | 200 |
|
|
2016
Q3 | $28K | Buy |
+364
| New | +$28K | 0.01% | 200 |
|
|
2016
Q1 | – | Sell |
-1,341
| Closed | -$92K | – | 350 |
|
|
2015
Q4 | $92K | Buy |
1,341
+124
| +10% | +$8.51K | 0.02% | 167 |
|
|
2015
Q3 | $82K | Sell |
1,217
-54
| -4% | -$3.64K | 0.02% | 165 |
|
|
2015
Q2 | $94K | Hold |
1,271
| – | – | 0.02% | 164 |
|
|
2015
Q1 | $96K | Hold |
1,271
| – | – | 0.02% | 157 |
|
|
2014
Q4 | $94K | Hold |
1,271
| – | – | 0.02% | 168 |
|
|
2014
Q3 | $89K | Hold |
1,271
| – | – | 0.02% | 174 |
|
|
2014
Q2 | $92K | Buy |
+1,271
| New | +$92K | 0.02% | 162 |
|