EFG Asset Management (Americas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $276K | Hold |
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|
2020
Q3 | $230K | Sell |
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|
2020
Q2 | $702K | Buy |
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|
2020
Q1 | $496K | Buy |
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|
2019
Q4 | $427K | Buy |
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|
2019
Q3 | $299K | Sell |
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|
2019
Q2 | $351K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $212K | Sell |
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|
2018
Q3 | $346K | Sell |
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|
2018
Q2 | $415K | Buy |
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|
2018
Q1 | $242K | Sell |
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|
2017
Q4 | $371K | Sell |
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|
2017
Q3 | $480K | Sell |
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|
2017
Q2 | $1.06M | Sell |
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|
2017
Q1 | $1.2M | Sell |
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|
2016
Q4 | $1.47M | Sell |
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|
2016
Q3 | $1.45M | Buy |
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|
2016
Q2 | $1.4M | Sell |
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|
2016
Q1 | $1.59M | Sell |
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|
2015
Q4 | $1.68M | Sell |
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|
2015
Q3 | $2.04M | Buy |
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|
2015
Q2 | $1.85M | Buy |
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|
2015
Q1 | $438K | Sell |
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|
2014
Q4 | $2.12M | Buy |
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|
2014
Q3 | $18K | Buy |
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