DWM
IWS icon

Doyle Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-40
Closed -$4K 476
2019
Q2
$4K Buy
+40
New +$4K ﹤0.01% 754
2019
Q1
Sell
-40
Closed -$3K 456
2018
Q4
$3K Buy
+40
New +$3K ﹤0.01% 769