DMKJ
David M. Knott Jr’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-273
| Closed | -$32K | – | 116 |
|
|
2023
Q4 | $32K | Hold |
273
| – | – | 0.01% | 83 |
|
|
2023
Q3 | $28K | Hold |
273
| – | – | 0.01% | 93 |
|
|
2023
Q2 | $30K | Hold |
273
| – | – | 0.01% | 91 |
|
|
2023
Q1 | $29K | Hold |
273
| – | – | 0.01% | 92 |
|
|
2022
Q4 | $29K | Hold |
273
| – | – | 0.01% | 99 |
|
|
2022
Q3 | $26K | Hold |
273
| – | – | 0.01% | 116 |
|
|
2022
Q2 | $28K | Buy |
+273
| New | +$28K | 0.01% | 119 |
|