Disciplined Investments’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
Q3 | – | Sell |
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|
2023
Q2 | $203K | Sell |
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|
2023
Q1 | $3.1M | Buy |
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|
2022
Q4 | $3.07M | Buy |
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|
2022
Q3 | $2.79M | Buy |
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|
2022
Q2 | $2.95M | Buy |
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|
2022
Q1 | $3.33M | Sell |
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|
2021
Q4 | $3.44M | Hold |
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|
2021
Q3 | $3.18M | Hold |
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|
2021
Q2 | $3.23M | Hold |
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|
2021
Q1 | $3.07M | Hold |
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|
2020
Q4 | $2.72M | Hold |
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|
2020
Q3 | $2.27M | Hold |
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|
2020
Q2 | $2.15M | Sell |
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|
2020
Q1 | $1.81M | Buy |
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|
2019
Q4 | $1.32M | Buy |
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