Cornerstone Planning Group’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
Q4 | – | Sell |
-3
| Closed | -$398 | – | 1452 |
|
|
2024
Q3 | $398 | Sell |
3
-1
| -25% | -$133 | ﹤0.01% | 1134 |
|
|
2024
Q2 | $364 | Buy |
4
+1
| +33% | +$91 | ﹤0.01% | 1118 |
|
|
2024
Q1 | $363 | Hold |
3
| – | – | ﹤0.01% | 981 |
|
|
2023
Q4 | $349 | Hold |
3
| – | – | ﹤0.01% | 815 |
|
|
2023
Q3 | $313 | Buy |
+3
| New | +$313 | ﹤0.01% | 970 |
|