Halpern Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $478K | Hold |
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|
2024
Q2 | $440K | Sell |
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|
2024
Q1 | $536K | Hold |
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|
2023
Q4 | $493K | Hold |
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $283K | Hold |
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|
2023
Q1 | $274K | Hold |
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|
2022
Q4 | $271K | Hold |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $262K | Hold |
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|
2022
Q1 | $308K | Hold |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $292K | Buy |
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|
2021
Q2 | $148K | Sell |
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|
2021
Q1 | $145K | Hold |
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|
2020
Q4 | $129K | Hold |
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|
2020
Q3 | $107K | Hold |
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|
2020
Q2 | $101K | Sell |
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|
2020
Q1 | $113K | Sell |
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|
2019
Q4 | $196K | Buy |
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