BTR Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $724K | Hold |
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|
2022
Q2 | $765K | Sell |
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|
2022
Q1 | $1.02M | Hold |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $967K | Hold |
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|
2021
Q2 | $981K | Hold |
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|
2021
Q1 | $933K | Hold |
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|
2020
Q4 | $828K | Hold |
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|
2020
Q3 | $690K | Hold |
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|
2020
Q2 | $653K | Hold |
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|
2020
Q1 | $547K | Buy |
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