Essex Private Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $225K | Hold |
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|
2024
Q2 | $205K | Sell |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $226K | Hold |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $256K | Hold |
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|
2022
Q3 | $234K | Hold |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $311K | Buy |
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