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Heritage Trust’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Heritage Trust’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-160
Closed -$14K – 398
2017
Q4 		$14K Hold
160
– – 0.01% 260
2017
Q3 		$14K Hold
160
– – 0.01% 263
2017
Q2 		$13K Hold
160
– – 0.01% 248
2017
Q1 		$13K Buy
+160
New +$13K 0.01% 251