BIA
Bigelow Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-6,019
| Closed | -$386K | – | 140 |
|
|
2020
Q1 | $386K | Sell |
6,019
-4,408
| -42% | -$283K | 0.29% | 90 |
|
|
2019
Q4 | $988K | Buy |
10,427
+2
| +0% | +$190 | 0.58% | 45 |
|
|
2019
Q3 | $935K | Sell |
10,425
-40
| -0.4% | -$3.59K | 0.59% | 45 |
|
|
2019
Q2 | $933K | Buy |
10,465
+261
| +3% | +$23.3K | 0.63% | 43 |
|
|
2019
Q1 | $886K | Sell |
10,204
-180
| -2% | -$15.6K | 0.61% | 49 |
|
|
2018
Q4 | $793K | Sell |
10,384
-120
| -1% | -$9.16K | 0.59% | 47 |
|
|
2018
Q3 | $948K | Buy |
10,504
+120
| +1% | +$10.8K | 0.64% | 44 |
|
|
2018
Q2 | $919K | Sell |
10,384
-706
| -6% | -$62.5K | 0.63% | 49 |
|
|
2018
Q1 | $959K | Buy |
11,090
+15
| +0.1% | +$1.3K | 0.65% | 43 |
|
|
2017
Q4 | $987K | Buy |
+11,075
| New | +$987K | 0.98% | 22 |
|