DWMG
DB Wealth Management Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $83.3K | Hold |
716
| – | – | 0.05% | 127 |
|
|
2023
Q3 | $74.7K | Hold |
716
| – | – | 0.05% | 125 |
|
|
2023
Q2 | $78.6K | Hold |
716
| – | – | 0.05% | 123 |
|
|
2023
Q1 | $76K | Hold |
716
| – | – | 0.05% | 122 |
|
|
2022
Q4 | $75.4K | Hold |
716
| – | – | 0.05% | 119 |
|
|
2022
Q3 | $69K | Hold |
716
| – | – | 0.05% | 123 |
|
|
2022
Q2 | $73K | Hold |
716
| – | – | 0.05% | 125 |
|
|
2022
Q1 | $86K | Buy |
716
+22
| +3% | +$2.64K | 0.05% | 126 |
|
|
2021
Q4 | $85K | Buy |
694
+635
| +1,076% | +$77.8K | 0.05% | 130 |
|
|
2021
Q3 | $7K | Hold |
59
| – | – | ﹤0.01% | 284 |
|
|
2021
Q2 | $7K | Hold |
59
| – | – | ﹤0.01% | 284 |
|
|
2021
Q1 | $6K | Hold |
59
| – | – | ﹤0.01% | 302 |
|
|
2020
Q4 | $6K | Buy |
+59
| New | +$6K | ﹤0.01% | 301 |
|