FundX Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-151,459
| Closed | -$12.6M | – | 50 |
|
|
2017
Q1 | $12.6M | Sell |
151,459
-42,900
| -22% | -$3.56M | 5.29% | 7 |
|
|
2016
Q4 | $15.6M | Sell |
194,359
-3,600
| -2% | -$290K | 5.47% | 8 |
|
|
2016
Q3 | $15.2M | Buy |
+197,959
| New | +$15.2M | 3.89% | 10 |
|
|
2014
Q4 | – | Sell |
-4,464
| Closed | -$312K | – | 23 |
|
|
2014
Q3 | $312K | Sell |
4,464
-56,936
| -93% | -$3.98M | 0.12% | 15 |
|
|
2014
Q2 | $4.46M | Buy |
+61,400
| New | +$4.46M | 1.71% | 13 |
|
|
2013
Q3 | – | Sell |
-571,215
| Closed | -$33.1M | – | 24 |
|
|
2013
Q2 | $33.1M | Buy |
+571,215
| New | +$33.1M | 14.12% | 2 |
|