EisnerAmper Wealth Management Corporate Benefits’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
Q4 | $3.86M | Sell |
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|
2023
Q3 | $3.62M | Buy |
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|
2023
Q2 | $502K | Buy |
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $411K | Hold |
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|
2022
Q3 | $375K | Hold |
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|
2022
Q2 | $396K | Hold |
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|
2022
Q1 | $467K | Hold |
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|
2021
Q4 | $477K | Hold |
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|
2021
Q3 | $442K | Hold |
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|
2021
Q2 | $448K | Hold |
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|
2021
Q1 | $426K | Hold |
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|
2020
Q4 | $378K | Hold |
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|
2020
Q3 | $315K | Hold |
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|
2020
Q2 | $298K | Hold |
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|
2020
Q1 | $250K | Hold |
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|
2019
Q4 | $370K | Hold |
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|
2019
Q3 | $350K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $339K | Hold |
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|
2018
Q4 | $298K | Hold |
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|
2018
Q3 | $352K | Hold |
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|
2018
Q2 | $345K | Hold |
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|
2018
Q1 | $337K | Hold |
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|
2017
Q4 | $348K | Sell |
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|
2017
Q3 | $395K | Hold |
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|
2017
Q2 | $391K | Hold |
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|
2017
Q1 | $386K | Hold |
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|
2016
Q4 | $374K | Hold |
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|
2016
Q3 | $355K | Hold |
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|
2016
Q2 | $346K | Hold |
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|
2016
Q1 | $330K | Hold |
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|
2015
Q4 | $319K | Hold |
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|
2015
Q3 | $312K | Hold |
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|
2015
Q2 | $343K | Sell |
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|
2015
Q1 | $352K | Hold |
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|
2014
Q4 | $345K | Buy |
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