Carroll Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $293K | Hold |
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|
2021
Q2 | $298K | Hold |
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|
2021
Q1 | $283K | Hold |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q3 | $207K | Hold |
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|
2020
Q2 | $196K | Hold |
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|
2020
Q1 | $164K | Sell |
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|
2019
Q4 | $288K | Hold |
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|
2019
Q3 | $272K | Hold |
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|
2019
Q2 | $271K | Sell |
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|
2019
Q1 | $277K | Buy |
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|
2018
Q4 | $42K | Hold |
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|
2018
Q3 | $49K | Hold |
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|
2018
Q2 | $48K | Buy |
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|
2018
Q1 | $39K | Hold |
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|
2017
Q4 | $40K | Hold |
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|
2017
Q3 | $39K | Hold |
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|
2017
Q2 | $38K | Hold |
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|
2017
Q1 | $38K | Hold |
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|
2016
Q4 | $36K | Buy |
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|
2016
Q3 | $28K | Buy |
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|
2016
Q2 | $17K | Hold |
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|
2016
Q1 | $16K | Sell |
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|
2015
Q4 | $19K | Hold |
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|
2015
Q3 | $19K | Hold |
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|
2015
Q2 | $21K | Hold |
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|
2015
Q1 | $21K | Hold |
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|
2014
Q4 | $21K | Hold |
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|
2014
Q3 | $20K | Hold |
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|
2014
Q2 | $20K | Buy |
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