Beaumont Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
|
|||||
|
2016
Q4 | $2.96M | Sell |
|
|||||
|
2016
Q3 | $4.03M | Buy |
|
|||||
|
2016
Q2 | $2.21M | Sell |
|
|||||
|
2016
Q1 | $4.81M | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $3.22M | Hold |
|
|||||
|
2015
Q2 | $3.22M | Buy |
|
|||||
|
2015
Q1 | – | Sell |
|
|||||
|
2014
Q4 | $9.69M | Sell |
|
|||||
|
2014
Q3 | $29.6M | Buy |
|
|||||
|
2014
Q2 | $13.8M | Buy |
|
|||||
|
2014
Q1 | $8.75M | Buy |
|
|||||
|
2013
Q3 | – | Sell |
|
|||||
|
2013
Q2 | $7.72M | Buy |
|