CT Financial Advisors’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
2017
Q1
$280K Buy
2016
Q4
$271K Buy
2016
Q3
$259K Buy
2016
Q2
$250K Sell
2016
Q1
$239K Buy
2015
Q4
$231K Buy
2015
Q3
$226K Buy
2015
Q2
$247K Hold
2015
Q1
$252K Buy
2014
Q4
$246K Buy
2014
Q1
$252K Buy