CX Institutional’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,077
| Closed | -$296K | – | 534 |
|
|
2022
Q3 | $296K | Sell |
3,077
-797
| -21% | -$76.7K | 0.02% | 393 |
|
|
2022
Q2 | $393K | Buy |
+3,874
| New | +$393K | 0.03% | 359 |
|
|
2020
Q3 | – | Sell |
-49
| Closed | -$4K | – | 897 |
|
|
2020
Q2 | $4K | Buy |
+49
| New | +$4K | ﹤0.01% | 683 |
|