BerganKDV 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 | $12.9K | Sell |
117
-137
| -54% | -$15K | ﹤0.01% | 533 |
|
|
2023
Q1 | $27K | Buy |
254
+137
| +117% | +$14.6K | ﹤0.01% | 474 |
|
|
2022
Q4 | $12.3K | Buy |
+117
| New | +$12.3K | ﹤0.01% | 554 |
|
|
2019
Q3 | – | Sell |
-282
| Closed | -$25K | – | 725 |
|
|
2019
Q2 | $25K | Sell |
282
-275
| -49% | -$24.4K | ﹤0.01% | 399 |
|
|
2019
Q1 | $48K | Hold |
557
| – | – | 0.01% | 344 |
|
|
2018
Q4 | $43K | Hold |
557
| – | – | 0.01% | 314 |
|
|
2018
Q3 | $50K | Hold |
557
| – | – | 0.01% | 321 |
|
|
2018
Q2 | $49K | Buy |
+557
| New | +$49K | 0.01% | 323 |
|