Clearview Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-45
| Closed | -$4.94K | – | 374 |
|
|
2023
Q2 | $4.94K | Hold |
45
| – | – | 0.01% | 433 |
|
|
2023
Q1 | $4.78K | Hold |
45
| – | – | ﹤0.01% | 434 |
|
|
2022
Q4 | $4.74K | Hold |
45
| – | – | ﹤0.01% | 403 |
|
|
2022
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 431 |
|
|
2022
Q2 | $5K | Hold |
45
| – | – | ﹤0.01% | 432 |
|
|
2022
Q1 | $5K | Hold |
45
| – | – | ﹤0.01% | 451 |
|
|
2021
Q4 | $6K | Hold |
45
| – | – | ﹤0.01% | 473 |
|
|
2021
Q3 | $5K | Sell |
45
-945
| -95% | -$105K | ﹤0.01% | 504 |
|
|
2021
Q2 | $114K | Buy |
990
+64
| +7% | +$7.37K | 0.07% | 148 |
|
|
2021
Q1 | $101K | Buy |
+926
| New | +$101K | 0.07% | 155 |
|