HBC Financial Services’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
Q4 | $209K | Hold |
1,620
| – | – | 0.13% | 31 |
|
|
2024
Q3 | $213K | Hold |
1,620
| – | – | 0.13% | 31 |
|
|
2024
Q2 | $205K | Hold |
1,620
| – | – | 0.13% | 31 |
|
|
2024
Q1 | $192K | Hold |
1,620
| – | – | 0.13% | 28 |
|
|
2023
Q4 | $188K | Hold |
1,620
| – | – | 0.13% | 29 |
|
|
2023
Q3 | $169K | Hold |
1,620
| – | – | 0.13% | 29 |
|
|
2023
Q2 | $183K | Hold |
1,620
| – | – | 0.13% | 29 |
|
|
2023
Q1 | $172K | Hold |
1,620
| – | – | 0.13% | 30 |
|
|
2022
Q4 | $173K | Hold |
1,620
| – | – | 0.14% | 30 |
|
|
2022
Q3 | $155K | Hold |
1,620
| – | – | 0.13% | 28 |
|
|
2022
Q2 | $167K | Hold |
1,620
| – | – | 0.13% | 28 |
|
|
2022
Q1 | $184K | Hold |
1,620
| – | – | 0.13% | 28 |
|
|
2021
Q4 | $198K | Hold |
1,620
| – | – | 0.13% | 28 |
|
|
2021
Q3 | $188K | Hold |
1,620
| – | – | 0.13% | 29 |
|
|
2021
Q2 | $179K | Hold |
1,620
| – | – | 0.12% | 30 |
|
|
2021
Q1 | $183K | Hold |
1,620
| – | – | 0.13% | 28 |
|
|
2020
Q4 | $162K | Hold |
1,620
| – | – | 0.13% | 26 |
|
|
2020
Q3 | $146K | Hold |
1,620
| – | – | 0.12% | 26 |
|
|
2020
Q2 | $128K | Hold |
1,620
| – | – | 0.11% | 27 |
|
|
2020
Q1 | $98K | Hold |
1,620
| – | – | 0.11% | 29 |
|
|
2019
Q4 | $152K | Buy |
+1,620
| New | +$152K | 0.13% | 30 |
|