Frontier Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $708K | Sell |
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2022
Q1 | $885K | Sell |
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|
2021
Q4 | $945K | Sell |
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|
2021
Q3 | $963K | Sell |
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|
2021
Q2 | $977K | Sell |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $963K | Sell |
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|
2020
Q3 | $811K | Sell |
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|
2020
Q2 | $786K | Sell |
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|
2020
Q1 | $935K | Sell |
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|
2019
Q4 | $1.97M | Sell |
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|
2019
Q3 | $2.18M | Sell |
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|
2019
Q2 | $2.22M | Sell |
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|
2019
Q1 | $2.18M | Sell |
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|
2018
Q4 | $1.95M | Sell |
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|
2018
Q3 | $2.43M | Sell |
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|
2018
Q2 | $2.46M | Sell |
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|
2018
Q1 | $2.49M | Sell |
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|
2017
Q4 | $2.63M | Sell |
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|
2017
Q3 | $2.66M | Sell |
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|
2017
Q2 | $2.88M | Sell |
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|
2017
Q1 | $3.33M | Sell |
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|
2016
Q4 | $3.64M | Sell |
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|
2016
Q3 | $3.98M | Sell |
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|
2016
Q2 | $4.76M | Sell |
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|
2016
Q1 | $4.9M | Sell |
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|
2015
Q4 | $4.99M | Sell |
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|
2015
Q3 | $5.07M | Sell |
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|
2015
Q2 | $5.63M | Sell |
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|
2015
Q1 | $6.03M | Sell |
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|
2014
Q4 | $6.45M | Buy |
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