FAAM
First Ascent Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.78M | Buy |
15,347
+354
| +2% | +$41.2K | 0.2% | 38 |
|
|
2023
Q3 | $1.56M | Sell |
14,993
-199
| -1% | -$20.8K | 0.2% | 39 |
|
|
2023
Q2 | $1.67M | Buy |
15,192
+1,246
| +9% | +$137K | 0.22% | 42 |
|
|
2023
Q1 | $1.48M | Buy |
13,946
+1,078
| +8% | +$114K | 0.22% | 42 |
|
|
2022
Q4 | $1.36M | Buy |
+12,868
| New | +$1.36M | 0.21% | 44 |
|