Householder Group Estate & Retirement Specialist’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 | $384K | Sell |
2,973
-75
| -2% | -$9.69K | 0.29% | 53 |
|
|
2024
Q3 | $403K | Sell |
3,048
-20
| -0.7% | -$2.64K | 0.12% | 165 |
|
|
2024
Q2 | $370K | Hold |
3,068
| – | – | 0.1% | 166 |
|
|
2024
Q1 | $385K | Sell |
3,068
-42
| -1% | -$5.26K | 0.11% | 160 |
|
|
2023
Q4 | $361K | Buy |
3,110
+2,970
| +2,121% | +$345K | 0.12% | 160 |
|
|
2023
Q3 | $14.6K | Buy |
+140
| New | +$14.6K | 0.01% | 705 |
|
|
2023
Q1 | $17K | Buy |
+157
| New | +$17K | 0.01% | 667 |
|
|
2022
Q4 | – | Sell |
-89
| Closed | -$8K | – | 724 |
|
|
2022
Q3 | $8K | Buy |
+89
| New | +$8K | ﹤0.01% | 779 |
|