Independent Portfolio Consultants’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-6,446
| Closed | -$443K | – | 779 |
|
|
2015
Q4 | $443K | Hold |
6,446
| – | – | 0.13% | 216 |
|
|
2015
Q3 | $432K | Hold |
6,446
| – | – | 0.09% | 269 |
|
|
2015
Q2 | $475K | Hold |
6,446
| – | – | 0.1% | 260 |
|
|
2015
Q1 | $485K | Hold |
6,446
| – | – | 0.1% | 244 |
|
|
2014
Q4 | $475K | Hold |
6,446
| – | – | 0.1% | 254 |
|
|
2014
Q3 | $451K | Hold |
6,446
| – | – | 0.12% | 248 |
|
|
2014
Q2 | $468K | Hold |
6,446
| – | – | 0.13% | 251 |
|
|
2014
Q1 | $443K | Buy |
+6,446
| New | +$443K | 0.14% | 267 |
|