IA
Insight Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,038
| Closed | -$214K | – | 314 |
|
|
2022
Q4 | $214K | Sell |
2,038
-60
| -3% | -$6.3K | 0.07% | 294 |
|
|
2022
Q3 | $202K | Sell |
2,098
-21
| -1% | -$2.02K | 0.08% | 268 |
|
|
2022
Q2 | $232K | Hold |
2,119
| – | – | 0.08% | 267 |
|
|
2022
Q1 | $254K | Sell |
2,119
-441
| -17% | -$52.9K | 0.08% | 273 |
|
|
2021
Q4 | $313K | Sell |
2,560
-115
| -4% | -$14.1K | 0.09% | 246 |
|
|
2021
Q3 | $324K | Sell |
2,675
-15
| -0.6% | -$1.82K | 0.1% | 238 |
|
|
2021
Q2 | $310K | Sell |
2,690
-147
| -5% | -$16.9K | 0.1% | 246 |
|
|
2021
Q1 | $325K | Hold |
2,837
| – | – | 0.1% | 247 |
|
|
2020
Q4 | $275K | Buy |
+2,837
| New | +$275K | 0.1% | 220 |
|