Forum Financial Management’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
Q1 | – | Sell |
-2,333
| Closed | -$271K | – | 749 |
|
|
2023
Q4 | $271K | Sell |
2,333
-408
| -15% | -$47.4K | 0.01% | 497 |
|
|
2023
Q3 | $286K | Buy |
2,741
+142
| +5% | +$14.8K | 0.01% | 434 |
|
|
2023
Q2 | $285K | Sell |
2,599
-26
| -1% | -$2.86K | 0.01% | 451 |
|
|
2023
Q1 | $279K | Buy |
2,625
+9
| +0.3% | +$956 | 0.01% | 427 |
|
|
2022
Q4 | $276K | Buy |
+2,616
| New | +$276K | 0.01% | 418 |
|