Fullen 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $861K | Buy |
8,107
+39
| +0.5% | +$4.14K | 0.46% | 34 |
|
|
2022
Q4 | $919K | Sell |
8,068
-220
| -3% | -$25.1K | 0.52% | 33 |
|
|
2022
Q3 | $871K | Buy |
8,288
+51
| +0.6% | +$5.36K | 0.55% | 31 |
|
|
2022
Q2 | $837K | Buy |
8,237
+31
| +0.4% | +$3.15K | 0.54% | 31 |
|
|
2022
Q1 | $982K | Buy |
8,206
+31
| +0.4% | +$3.71K | 0.57% | 30 |
|
|
2021
Q4 | $1M | Sell |
8,175
-25
| -0.3% | -$3.06K | 0.56% | 31 |
|
|
2021
Q3 | $948K | Buy |
8,200
+36
| +0.4% | +$4.16K | 0.54% | 33 |
|
|
2021
Q2 | $939K | Buy |
8,164
+21
| +0.3% | +$2.42K | 0.55% | 33 |
|
|
2021
Q1 | $890K | Sell |
8,143
-337
| -4% | -$36.8K | 0.57% | 32 |
|
|
2020
Q4 | $822K | Buy |
8,480
+18
| +0.2% | +$1.75K | 0.56% | 33 |
|
|
2020
Q3 | $684K | Buy |
8,462
+10
| +0.1% | +$808 | 0.52% | 33 |
|
|
2020
Q2 | $647K | Buy |
+8,452
| New | +$647K | 0.54% | 32 |
|