FWM
Filbrandt 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $10M | Sell |
88,282
-934
| -1% | -$106K | 5.74% | 5 |
|
|
2021
Q2 | $10.3M | Sell |
89,216
-638
| -0.7% | -$73.4K | 5.81% | 5 |
|
|
2021
Q1 | $9.82M | Buy |
89,854
+1,027
| +1% | +$112K | 5.93% | 5 |
|
|
2020
Q4 | $8.61M | Sell |
88,827
-1,097
| -1% | -$106K | 5.5% | 5 |
|
|
2020
Q3 | $7.27M | Buy |
89,924
+1,901
| +2% | +$154K | 5.69% | 5 |
|
|
2020
Q2 | $6.74M | Buy |
88,023
+8,877
| +11% | +$679K | 5.37% | 5 |
|
|
2020
Q1 | $5.07M | Sell |
79,146
-1,848
| -2% | -$118K | 5.58% | 6 |
|
|
2019
Q4 | $7.68M | Buy |
+80,994
| New | +$7.68M | 6.79% | 5 |
|