HBC Financial Services’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
Q4 | $209K | Hold |
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|
2024
Q3 | $213K | Hold |
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|
2024
Q2 | $205K | Hold |
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|
2024
Q1 | $192K | Hold |
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|
2023
Q4 | $188K | Hold |
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|
2023
Q3 | $169K | Hold |
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|
2023
Q2 | $183K | Hold |
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|
2023
Q1 | $172K | Hold |
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|
2022
Q4 | $173K | Hold |
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|
2022
Q3 | $155K | Hold |
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|
2022
Q2 | $167K | Hold |
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|
2022
Q1 | $184K | Hold |
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|
2021
Q4 | $198K | Hold |
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|
2021
Q3 | $188K | Hold |
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|
2021
Q2 | $179K | Hold |
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|
2021
Q1 | $183K | Hold |
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|
2020
Q4 | $162K | Hold |
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|
2020
Q3 | $146K | Hold |
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|
2020
Q2 | $128K | Hold |
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|
2020
Q1 | $98K | Hold |
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|
2019
Q4 | $152K | Buy |
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