BPWA
Beacon Pointe Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $477K | Buy |
5,047
+620
| +14% | +$58.6K | 0.09% | 163 |
|
|
2019
Q3 | $396K | Sell |
4,427
-615
| -12% | -$55K | 0.08% | 174 |
|
|
2019
Q2 | $449K | Buy |
5,042
+3
| +0.1% | +$267 | 0.09% | 169 |
|
|
2019
Q1 | $436K | Buy |
5,039
+282
| +6% | +$24.4K | 0.1% | 164 |
|
|
2018
Q4 | $362K | Buy |
+4,757
| New | +$362K | 0.13% | 151 |
|