Beam Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $515K | Sell |
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|
2023
Q4 | $528K | Sell |
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|
2023
Q3 | $678K | Sell |
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|
2023
Q2 | $850K | Sell |
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|
2023
Q1 | $6.12M | Sell |
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|
2022
Q4 | $6.19M | Buy |
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|
2022
Q3 | $5.38M | Buy |
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|
2022
Q2 | $5.07M | Buy |
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|
2022
Q1 | $5.23M | Buy |
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|
2021
Q4 | $5.08M | Buy |
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|
2021
Q3 | $4.55M | Buy |
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|
2021
Q2 | $4.46M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $988K | Buy |
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