Ford Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $742K | Sell |
|
|||||
|
2022
Q3 | $696K | Sell |
|
|||||
|
2022
Q2 | $5.45M | Sell |
|
|||||
|
2022
Q1 | $6.47M | Sell |
|
|||||
|
2021
Q4 | $7.9K | Buy |
|
|||||
|
2021
Q3 | $7.29M | Buy |
|
|||||
|
2021
Q2 | $7.34M | Buy |
|
|||||
|
2021
Q1 | $6.82M | Buy |
|
|||||
|
2020
Q4 | $2.29M | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $216K | Buy |
|
|||||
|
2019
Q3 | $203K | Sell |
|
|||||
|
2019
Q2 | $565K | Sell |
|
|||||
|
2019
Q1 | $600K | Sell |
|
|||||
|
2018
Q4 | $776K | Sell |
|
|||||
|
2018
Q3 | $928K | Buy |
|
|||||
|
2018
Q2 | $906K | Sell |
|
|||||
|
2018
Q1 | $908K | Sell |
|
|||||
|
2017
Q4 | $962K | Buy |
|