Chilton Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-202
| Closed | -$23.5K | – | 629 |
|
|
2023
Q4 | $23.5K | Hold |
202
| – | – | ﹤0.01% | 415 |
|
|
2023
Q3 | $21.1K | Hold |
202
| – | – | ﹤0.01% | 387 |
|
|
2023
Q2 | $22.2K | Hold |
202
| – | – | ﹤0.01% | 397 |
|
|
2023
Q1 | $21.5K | Buy |
+202
| New | +$21.5K | ﹤0.01% | 401 |
|
|
2022
Q3 | – | Sell |
-202
| Closed | -$21K | – | 416 |
|
|
2022
Q2 | $21K | Buy |
+202
| New | +$21K | ﹤0.01% | 392 |
|
|
2022
Q1 | – | Sell |
-275
| Closed | -$34K | – | 411 |
|
|
2021
Q4 | $34K | Buy |
+275
| New | +$34K | ﹤0.01% | 366 |
|