HDIM
Hanson & Doremus Investment Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14
| Closed | -$1K | – | 494 |
|
|
2022
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 510 |
|
|
2020
Q3 | – | Sell |
-187
| Closed | -$14K | – | 428 |
|
|
2020
Q2 | $14K | Hold |
187
| – | – | ﹤0.01% | 362 |
|
|
2020
Q1 | $12K | Hold |
187
| – | – | ﹤0.01% | 380 |
|
|
2019
Q4 | $18K | Hold |
187
| – | – | 0.01% | 379 |
|
|
2019
Q3 | $17K | Hold |
187
| – | – | 0.01% | 370 |
|
|
2019
Q2 | $17K | Hold |
187
| – | – | 0.01% | 387 |
|
|
2019
Q1 | $16K | Sell |
187
-87
| -32% | -$7.44K | 0.01% | 368 |
|
|
2018
Q4 | $21K | Hold |
274
| – | – | 0.01% | 332 |
|
|
2018
Q3 | $25K | Sell |
274
-54
| -16% | -$4.93K | 0.01% | 340 |
|
|
2018
Q2 | $29K | Sell |
328
-46
| -12% | -$4.07K | 0.01% | 349 |
|
|
2018
Q1 | $32K | Hold |
374
| – | – | 0.01% | 352 |
|
|
2017
Q4 | $33K | Hold |
374
| – | – | 0.01% | 342 |
|
|
2017
Q3 | $32K | Hold |
374
| – | – | 0.01% | 325 |
|
|
2017
Q2 | $31K | Buy |
374
+187
| +100% | +$15.5K | 0.01% | 320 |
|
|
2017
Q1 | $16K | Buy |
+187
| New | +$16K | 0.01% | 372 |
|