Domani Wealth’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
Q1 | $263K | Sell |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $240K | Sell |
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $349K | Sell |
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|
2021
Q3 | $357K | Sell |
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|
2021
Q2 | $381K | Sell |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $334K | Sell |
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|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | $278K | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $456K | Buy |
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|
2019
Q3 | $428K | Sell |
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|
2019
Q2 | $431K | Hold |
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|
2019
Q1 | $420K | Sell |
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|
2018
Q4 | $379K | Hold |
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|
2018
Q3 | $448K | Sell |
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|
2018
Q2 | $499K | Sell |
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|
2018
Q1 | $515K | Sell |
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|
2017
Q4 | $702K | Sell |
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|
2017
Q3 | $774K | Sell |
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|
2017
Q2 | $770K | Sell |
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|
2017
Q1 | $804K | Sell |
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|
2016
Q4 | $1.16M | Sell |
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|
2016
Q3 | $1.2M | Buy |
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|
2016
Q2 | $1.11M | Sell |
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|
2016
Q1 | $1.73M | Sell |
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|
2015
Q4 | $1.73M | Buy |
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|
2015
Q3 | $358K | Buy |
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|
2015
Q2 | $350K | Buy |
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|
2015
Q1 | $9.92K | Buy |
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