Fisher 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,986
| Closed | -$243K | – | 982 |
|
|
2021
Q4 | $243K | Sell |
1,986
-335
| -14% | -$41K | ﹤0.01% | 883 |
|
|
2021
Q3 | $263K | Buy |
+2,321
| New | +$263K | ﹤0.01% | 827 |
|
|
2021
Q2 | – | Sell |
-3,916
| Closed | -$428K | – | 951 |
|
|
2021
Q1 | $428K | Buy |
+3,916
| New | +$428K | ﹤0.01% | 728 |
|