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Independence Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Independence Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q3 		$37K Hold
455
– – 0.01% 131
2020
Q2 		$35K Sell
455
-288
-39% -$22.2K 0.01% 128
2020
Q1 		$48K Sell
743
-322
-30% -$20.8K 0.01% 107
2019
Q4 		$101K Buy
+1,065
New +$101K 0.02% 108