Founders Bank & Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $30K | Hold |
413
| – | – | 0.02% | 213 |
|
|
2014
Q3 | $29K | Sell |
413
-735
| -64% | -$51.6K | 0.02% | 205 |
|
|
2014
Q2 | $83K | Hold |
1,148
| – | – | 0.05% | 150 |
|
|
2014
Q1 | $79K | Hold |
1,148
| – | – | 0.05% | 142 |
|
|
2013
Q4 | $73K | Hold |
1,148
| – | – | 0.04% | 144 |
|
|
2013
Q3 | $70K | Hold |
1,148
| – | – | 0.04% | 136 |
|
|
2013
Q2 | $66K | Buy |
+1,148
| New | +$66K | 0.04% | 131 |
|