HWP
Hefty Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-6,455
| Closed | -$519K | – | 258 |
|
|
2016
Q4 | $519K | Sell |
6,455
-1,166
| -15% | -$93.8K | 0.43% | 59 |
|
|
2016
Q3 | $585K | Sell |
7,621
-10,352
| -58% | -$795K | 0.44% | 68 |
|
|
2016
Q2 | $1.34M | Buy |
17,973
+839
| +5% | +$62.3K | 1.1% | 31 |
|
|
2016
Q1 | $1.22M | Sell |
17,134
-30,797
| -64% | -$2.18M | 1.14% | 30 |
|
|
2015
Q4 | $3.29M | Buy |
+47,931
| New | +$3.29M | 3.14% | 4 |
|