Avestar Capital’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
2023
Q2
Sell
-4,485
Closed -$476K 313
2023
Q1
$476K Hold
4,485
0.09% 137
2022
Q4
$472K Buy
4,485
+959
+27% +$101K 0.09% 132
2022
Q3
$339K Buy
+3,526
New +$339K 0.09% 150