Badgley, Phelps & Bell’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | $1.48M | Hold |
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2021
Q1 | $1.41M | Hold |
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2020
Q4 | $1.25M | Sell |
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2020
Q3 | $1.06M | Buy |
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2020
Q2 | – | Sell |
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2020
Q1 | $838K | Hold |
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2019
Q4 | $1.24M | Hold |
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2019
Q3 | $1.17M | Hold |
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2019
Q2 | $1.17M | Buy |
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2019
Q1 | $1.13M | Hold |
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2018
Q4 | $993K | Buy |
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2018
Q3 | $1.1M | Hold |
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2018
Q2 | $1.08M | Sell |
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2018
Q1 | $1.07M | Buy |
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2017
Q4 | $1.07M | Sell |
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2017
Q3 | $1.02M | Sell |
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2017
Q2 | $1.01M | Sell |
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2017
Q1 | $1M | Sell |
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2016
Q4 | $973K | Hold |
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2016
Q3 | $929K | Hold |
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2016
Q2 | $899K | Sell |
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2016
Q1 | $896K | Sell |
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2015
Q4 | $903K | Sell |
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2015
Q3 | $942K | Sell |
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2015
Q2 | $7.28M | Sell |
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2015
Q1 | $7.44M | Sell |
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2014
Q4 | $14M | Buy |
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2014
Q3 | $13.1M | Buy |
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2014
Q2 | $13.2M | Sell |
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2014
Q1 | $12.6M | Buy |
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2013
Q4 | $11.6M | Buy |
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2013
Q3 | $10.4M | Buy |
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2013
Q2 | $8.83M | Buy |
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