Boston Private Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | $222K | Hold |
2,947
| – | – | 0.01% | 380 |
|
|
2014
Q4 | $217K | Hold |
2,947
| – | – | 0.01% | 388 |
|
|
2014
Q3 | $206K | Hold |
2,947
| – | – | 0.01% | 393 |
|
|
2014
Q2 | $214K | Hold |
2,947
| – | – | 0.01% | 387 |
|
|
2014
Q1 | $203K | Sell |
2,947
-883
| -23% | -$60.8K | 0.01% | 395 |
|
|
2013
Q4 | $252K | Hold |
3,830
| – | – | 0.01% | 368 |
|
|
2013
Q3 | $233K | Hold |
3,830
| – | – | 0.01% | 365 |
|
|
2013
Q2 | $222K | Buy |
+3,830
| New | +$222K | 0.01% | 356 |
|