BKS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $2.64M | Sell |
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|
2018
Q4 | $2.34M | Sell |
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|
2018
Q3 | $2.83M | Sell |
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|
2018
Q2 | $2.85M | Sell |
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|
2018
Q1 | $2.79M | Sell |
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|
2017
Q4 | $2.9M | Buy |
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|
2017
Q3 | $2.74M | Buy |
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|
2017
Q2 | $2.68M | Buy |
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|
2017
Q1 | $2.62M | Buy |
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|
2016
Q4 | $2.52M | Sell |
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|
2016
Q3 | $2.43M | Sell |
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|
2016
Q2 | $2.36M | Buy |
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|
2016
Q1 | $2.18M | Buy |
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|
2015
Q4 | $2.07M | Buy |
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|
2015
Q3 | $2.02M | Sell |
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|
2015
Q2 | $2.25M | Sell |
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|
2015
Q1 | $2.31M | Buy |
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