FPCG
Forum Private Client Group’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
Q3 | – | Sell |
-2,051
| Closed | -$225K | – | 39 |
|
|
2023
Q2 | $225K | Hold |
2,051
| – | – | 0.13% | 66 |
|
|
2023
Q1 | $218K | Sell |
2,051
-3
| -0.1% | -$319 | 0.14% | 66 |
|
|
2022
Q4 | $216K | Buy |
+2,054
| New | +$216K | 0.15% | 65 |
|
|
2022
Q3 | – | Sell |
-2,054
| Closed | -$209K | – | 66 |
|
|
2022
Q2 | $209K | Buy |
+2,054
| New | +$209K | 0.15% | 63 |
|