Greenwood Gearhart’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
Q1 | – | Sell |
-962
| Closed | -$112K | – | 191 |
|
|
2023
Q4 | $112K | Buy |
+962
| New | +$112K | 0.01% | 127 |
|
|
2021
Q3 | – | Sell |
-1,965
| Closed | -$226K | – | 90 |
|
|
2021
Q2 | $226K | Sell |
1,965
-1,796
| -48% | -$207K | 0.04% | 82 |
|
|
2021
Q1 | $411K | Sell |
3,761
-193
| -5% | -$21.1K | 0.07% | 66 |
|
|
2020
Q4 | $383K | Buy |
+3,954
| New | +$383K | 0.07% | 66 |
|