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Confluence Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Confluence Investment Management’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-62,767
Closed -$5.28M – 246
2017
Q2 		$5.28M Sell
62,767
-53,559
-46% -$4.5M 0.11% 134
2017
Q1 		$9.65M Buy
+116,326
New +$9.65M 0.22% 102