Cassady Schiller Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $50.5K | Hold |
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|
2024
Q3 | $51.7K | Hold |
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|
2024
Q2 | $47.2K | Sell |
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|
2024
Q1 | $91.5K | Sell |
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|
2023
Q4 | $86.4K | Buy |
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|
2023
Q3 | $66.5K | Hold |
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|
2023
Q2 | $70.1K | Hold |
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|
2023
Q1 | $67.7K | Hold |
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|
2022
Q4 | $67.2K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $331K | Buy |
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|
2021
Q4 | $330K | Buy |
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