FormulaFolio Investments’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
2021
Q1
Sell
-13,424
Closed -$1.3M 635
2020
Q4
$1.3M Buy
+13,424
New +$1.3M 0.03% 295
2017
Q1
Sell
-2,937
Closed -$236K 222
2016
Q4
$236K Buy
2,937
+130
+5% +$10.4K 0.03% 171
2016
Q3
$215K Buy
+2,807
New +$215K 0.03% 132