EWS
Evergreen Wealth Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,837
| Closed | -$507K | – | 110 |
|
|
2024
Q3 | $507K | Sell |
3,837
-248
| -6% | -$32.8K | 0.34% | 57 |
|
|
2024
Q2 | $493K | Sell |
4,085
-208
| -5% | -$25.1K | 0.35% | 63 |
|
|
2024
Q1 | $538K | Hold |
4,293
| – | – | 0.4% | 57 |
|
|
2023
Q4 | $499K | Buy |
4,293
+2,218
| +107% | +$258K | 0.43% | 64 |
|
|
2023
Q3 | $217K | Sell |
2,075
-50
| -2% | -$5.22K | 0.22% | 94 |
|
|
2023
Q2 | $233K | Sell |
2,125
-1,846
| -46% | -$203K | 0.24% | 92 |
|
|
2023
Q1 | $422K | Buy |
3,971
+121
| +3% | +$12.9K | 0.49% | 65 |
|
|
2022
Q4 | $406K | Buy |
3,850
+1,750
| +83% | +$185K | 0.54% | 60 |
|
|
2022
Q3 | $202K | Sell |
2,100
-4,620
| -69% | -$444K | 0.29% | 88 |
|
|
2022
Q2 | $683K | Buy |
+6,720
| New | +$683K | 0.84% | 38 |
|