Financial Synergies Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-7
| Closed | -$923 | – | 257 |
|
|
2024
Q1 | $923 | Hold |
7
| – | – | ﹤0.01% | 419 |
|
|
2023
Q4 | $759 | Hold |
7
| – | – | ﹤0.01% | 355 |
|
|
2023
Q3 | $758 | Hold |
7
| – | – | ﹤0.01% | 413 |
|
|
2023
Q2 | $798 | Hold |
7
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $769 | Hold |
7
| – | – | ﹤0.01% | 399 |
|
|
2022
Q4 | $759 | Hold |
7
| – | – | ﹤0.01% | 355 |
|
|
2022
Q3 | $688 | Hold |
7
| – | – | ﹤0.01% | 340 |
|
|
2022
Q2 | $723 | Buy |
+7
| New | +$723 | ﹤0.01% | 345 |
|