CPWM LLC’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
2022
Q3
$207K Hold
2022
Q2
$219K Sell
2022
Q1
$265K Buy
2021
Q4
$251K Hold
2021
Q3
$251K Hold
2021
Q2
$255K Buy
2021
Q1
$242K Hold
2020
Q4
$215K Buy
2020
Q1
Sell
2019
Q4
$209K Buy