Grand Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-97
| Closed | -$12.2K | – | 66 |
|
|
2024
Q1 | $12.2K | Hold |
97
| – | – | 0.01% | 66 |
|
|
2023
Q4 | $11.3K | Hold |
97
| – | – | 0.01% | 68 |
|
|
2023
Q3 | $10.1K | Hold |
97
| – | – | 0.01% | 62 |
|
|
2023
Q2 | $10.7K | Hold |
97
| – | – | 0.01% | 60 |
|
|
2023
Q1 | $10.3K | Hold |
97
| – | – | 0.01% | 53 |
|
|
2022
Q4 | $10.2K | Hold |
97
| – | – | 0.01% | 53 |
|
|
2022
Q3 | $9K | Buy |
+97
| New | +$9K | ﹤0.01% | 56 |
|