Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $631K | Buy |
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|
2024
Q1 | $645K | Buy |
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|
2023
Q4 | $507K | Sell |
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|
2023
Q3 | $456K | Sell |
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|
2023
Q2 | $524K | Sell |
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|
2023
Q1 | $552K | Hold |
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|
2022
Q4 | $552K | Sell |
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|
2022
Q3 | $510K | Sell |
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|
2022
Q2 | $589K | Buy |
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|
2022
Q1 | $447K | Buy |
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|
2021
Q4 | $387K | Buy |
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|
2021
Q3 | $339K | Hold |
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|
2021
Q2 | $344K | Sell |
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|
2021
Q1 | $350K | Buy |
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|
2020
Q4 | $269K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $323K | Buy |
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