Dakota Wealth Management’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
2020
Q1
Sell
-2,206
Closed -$209K 296
2019
Q4
$209K Buy
+2,206
New +$209K 0.03% 282
2018
Q3
Sell
-2,334
Closed -$207K 293
2018
Q2
$207K Hold
2,334
0.06% 194
2018
Q1
$202K Buy
+2,334
New +$202K 0.1% 84