Freedman Financial Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-22,052
| Closed | -$2.65M | – | 228 |
|
|
2022
Q1 | $2.65M | Buy |
22,052
+1,040
| +5% | +$125K | 1.83% | 9 |
|
|
2021
Q4 | $2.57M | Sell |
21,012
-450
| -2% | -$55.1K | 1.76% | 9 |
|
|
2021
Q3 | $2.43M | Sell |
21,462
-1,700
| -7% | -$193K | 1.78% | 9 |
|
|
2021
Q2 | $2.66M | Hold |
23,162
| – | – | 2.01% | 9 |
|
|
2021
Q1 | $2.53M | Sell |
23,162
-725
| -3% | -$79.3K | 2.09% | 9 |
|
|
2020
Q4 | $2.32M | Buy |
+23,887
| New | +$2.32M | 2.08% | 9 |
|