Dowling & Yahnke’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $397K | Hold |
|
|||||
|
2022
Q2 | $420K | Hold |
|
|||||
|
2022
Q1 | $495K | Hold |
|
|||||
|
2021
Q4 | $506K | Hold |
|
|||||
|
2021
Q3 | $468K | Buy |
|
|||||
|
2021
Q2 | $473K | Hold |
|
|||||
|
2021
Q1 | $450K | Hold |
|
|||||
|
2020
Q4 | $399K | Buy |
|
|||||
|
2020
Q3 | $327K | Buy |
|
|||||
|
2020
Q2 | $258K | Buy |
|
|||||
|
2020
Q1 | $213K | Sell |
|
|||||
|
2019
Q4 | $324K | Hold |
|
|||||
|
2019
Q3 | $306K | Hold |
|
|||||
|
2019
Q2 | $304K | Hold |
|
|||||
|
2019
Q1 | $297K | Buy |
|
|||||
|
2018
Q4 | $288K | Hold |
|
|||||
|
2018
Q3 | $303K | Hold |
|
|||||
|
2018
Q2 | $297K | Hold |
|
|||||
|
2018
Q1 | $290K | Sell |
|
|||||
|
2017
Q4 | $302K | Sell |
|
|||||
|
2017
Q3 | $435K | Buy |
|
|||||
|
2017
Q2 | $279K | Hold |
|
|||||
|
2017
Q1 | $275K | Sell |
|
|||||
|
2016
Q4 | $281K | Hold |
|
|||||
|
2016
Q3 | $268K | Hold |
|
|||||
|
2016
Q2 | $259K | Hold |
|
|||||
|
2016
Q1 | $247K | Sell |
|
|||||
|
2015
Q4 | $283K | Hold |
|
|||||
|
2015
Q3 | $276K | Hold |
|
|||||
|
2015
Q2 | $304K | Sell |
|
|||||
|
2015
Q1 | $325K | Sell |
|
|||||
|
2014
Q4 | $328K | Hold |
|
|||||
|
2014
Q3 | $311K | Sell |
|
|||||
|
2014
Q2 | $332K | Sell |
|
|||||
|
2014
Q1 | $334K | Hold |
|
|||||
|
2013
Q4 | $319K | Buy |
|