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CPWM LLC’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

CPWM LLC’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$207K Hold
2,155
– – 0.02% 308
2022
Q2 		$219K Sell
2,155
-64
-3% -$7.16K 0.02% 348
2022
Q1 		$265K Buy
2,219
+1
+0% +$118 0.02% 294
2021
Q4 		$251K Hold
2,218
– – 0.02% 306
2021
Q3 		$251K Hold
2,218
– – 0.02% 255
2021
Q2 		$255K Buy
2,218
+1
+0% +$115 0.02% 265
2021
Q1 		$242K Hold
2,217
– – 0.02% 294
2020
Q4 		$215K Buy
+2,217
New +$200K 0.02% 289
2020
Q1 		– Sell
-2,201
Closed -$209K – 257
2019
Q4 		$209K Buy
+2,201
New +$201K 0.03% 258

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