Cordasco Financial Network’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
2015
Q2
Sell
-141
Closed -$11K 299
2015
Q1
$11K Hold
141
0.01% 231
2014
Q4
$10K Hold
141
0.01% 235
2014
Q3
$10K Buy
+141
New +$10.1K 0.01% 245

Other funds holding IWS

Cordasco Financial Network's IWS Position: Q2 2015 in Review

Cordasco Financial Network sold out of iShares Russell Mid-Cap Value ETF (IWS) in Q2 2015, closing a stake of 141 shares — an estimated $11K sold.

Cordasco Financial Network first reported a position in IWS in Q3 2014 and held it in 3 quarters. The position peaked at $11K in Q1 2015. 348 funds tracked by Wall St. Rank hold IWS as of Q2 2015.

  • Cordasco Financial Network reported no remaining iShares Russell Mid-Cap Value ETF position as of Q2 2015 after selling out during the quarter.
  • Cordasco Financial Network sold 141 iShares Russell Mid-Cap Value ETF shares in Q2 2015, an estimated $11K.
  • Cordasco Financial Network first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2014 and held it in 3 quarters.
  • Cordasco Financial Network's iShares Russell Mid-Cap Value ETF position peaked at $11K in Q1 2015.
  • 348 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2015.

Based on Cordasco Financial Network's 13F filing for Q2 2015, filed 11 Aug 2015.