Beaird Harris Wealth Management’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 |
-55
| Closed | -$5.84K | – | 488 |
|
|
2023
Q1 | $5.84K | Hold |
55
| – | – | ﹤0.01% | 308 |
|
|
2022
Q4 | $5.79K | Hold |
55
| – | – | ﹤0.01% | 393 |
|
|
2022
Q3 | $5K | Hold |
55
| – | – | ﹤0.01% | 342 |
|
|
2022
Q2 | $6K | Hold |
55
| – | – | ﹤0.01% | 291 |
|
|
2022
Q1 | $7K | Hold |
55
| – | – | ﹤0.01% | 385 |
|
|
2021
Q4 | $7K | Buy |
+55
| New | +$7K | ﹤0.01% | 441 |
|