Certified Advisory Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-14,303
| Closed | -$1.52M | – | 277 |
|
|
2023
Q1 | $1.52M | Sell |
14,303
-848
| -6% | -$90.1K | 0.27% | 96 |
|
|
2022
Q4 | $1.6M | Sell |
15,151
-4,038
| -21% | -$425K | 0.32% | 88 |
|
|
2022
Q3 | $1.84M | Sell |
19,189
-1,905
| -9% | -$183K | 0.42% | 67 |
|
|
2022
Q2 | $2.14M | Buy |
21,094
+1,628
| +8% | +$165K | 0.48% | 60 |
|
|
2022
Q1 | $2.33M | Buy |
19,466
+2,152
| +12% | +$257K | 0.49% | 57 |
|
|
2021
Q4 | $2.12M | Buy |
17,314
+2,029
| +13% | +$248K | 0.47% | 56 |
|
|
2021
Q3 | $1.73M | Buy |
15,285
+5,462
| +56% | +$619K | 0.42% | 61 |
|
|
2021
Q2 | $1.13M | Buy |
9,823
+3,794
| +63% | +$436K | 0.28% | 87 |
|
|
2021
Q1 | $659K | Buy |
+6,029
| New | +$659K | 0.17% | 121 |
|
|
2020
Q2 | $468K | Buy |
+6,118
| New | +$468K | 0.15% | 126 |
|