Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.52M | Sell |
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|
2023
Q2 | $3.99M | Sell |
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|
2023
Q1 | $3.8M | Buy |
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|
2022
Q4 | $3.55M | Buy |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $3.26M | Buy |
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|
2022
Q1 | $3.66M | Buy |
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|
2021
Q4 | $136K | Hold |
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|
2021
Q3 | $126K | Sell |
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|
2021
Q2 | $400K | Buy |
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|
2021
Q1 | $162K | Hold |
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|
2020
Q4 | $144K | Buy |
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