Frisch Financial Group’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
2019
Q3
Sell
-3,137
Closed -$280K 104
2019
Q2
$280K Sell
3,137
-559
-15% -$49.9K 0.19% 72
2019
Q1
$321K Buy
3,696
+17
+0.5% +$1.48K 0.2% 70
2018
Q4
$281K Buy
+3,679
New +$281K 0.2% 70