Colorado Capital 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
2021
Q3
Sell
2021
Q2
$206K Hold
2021
Q1
$196K Sell
2020
Q4
$203K Buy
2020
Q3
Sell
2020
Q2
$173K Hold
2020
Q1
$145K Sell
2019
Q4
$250K Sell
2019
Q3
$393K Sell
2019
Q2
$422K Sell
2019
Q1
$441K Hold
2018
Q4
$388K Sell
2018
Q3
$465K Hold
2018
Q2
$457K Sell
2018
Q1
$465K Buy