Homrich & Berg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $724K | Hold |
|
|||||
|
2021
Q2 | $735K | Hold |
|
|||||
|
2021
Q1 | $699K | Buy |
|
|||||
|
2020
Q4 | $608K | Buy |
|
|||||
|
2020
Q3 | $415K | Sell |
|
|||||
|
2020
Q2 | $414K | Buy |
|
|||||
|
2020
Q1 | $340K | Sell |
|
|||||
|
2019
Q4 | $619K | Sell |
|
|||||
|
2019
Q3 | $588K | Buy |
|
|||||
|
2019
Q2 | $569K | Buy |
|
|||||
|
2019
Q1 | $501K | Sell |
|
|||||
|
2018
Q4 | $531K | Sell |
|
|||||
|
2018
Q3 | $638K | Sell |
|
|||||
|
2018
Q2 | $659K | Sell |
|
|||||
|
2018
Q1 | $663K | Buy |
|
|||||
|
2017
Q4 | $534K | Buy |
|
|||||
|
2017
Q3 | $412K | Buy |
|
|||||
|
2017
Q2 | $408K | Buy |
|
|||||
|
2017
Q1 | $391K | Hold |
|
|||||
|
2016
Q4 | $379K | Buy |
|
|||||
|
2014
Q3 | – | Sell |
|
|||||
|
2014
Q2 | $588K | Buy |
|