Harfst & Associates’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
Q3 | – | Sell |
-394
| Closed | -$33K | – | 146 |
|
|
2017
Q2 | $33K | Hold |
394
| – | – | 0.01% | 151 |
|
|
2017
Q1 | $32K | Buy |
+394
| New | +$32K | 0.01% | 164 |
|
|
2016
Q1 | – | Sell |
-394
| Closed | -$27K | – | 151 |
|
|
2015
Q4 | $27K | Hold |
394
| – | – | 0.01% | 197 |
|
|
2015
Q3 | $26K | Hold |
394
| – | – | 0.01% | 193 |
|
|
2015
Q2 | $29K | Buy |
+394
| New | +$29K | 0.02% | 210 |
|