Institutional & Family Asset Management’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
Q2 | $11.6K | Hold |
96
| – | – | ﹤0.01% | 397 |
|
|
2024
Q1 | $12K | Hold |
96
| – | – | ﹤0.01% | 384 |
|
|
2023
Q4 | $11.2K | Hold |
96
| – | – | ﹤0.01% | 375 |
|
|
2023
Q3 | $10K | Hold |
96
| – | – | ﹤0.01% | 377 |
|
|
2023
Q2 | $10.5K | Hold |
96
| – | – | ﹤0.01% | 380 |
|
|
2023
Q1 | $10.2K | Hold |
96
| – | – | ﹤0.01% | 375 |
|
|
2022
Q4 | $10.1K | Hold |
96
| – | – | ﹤0.01% | 374 |
|
|
2022
Q3 | $9K | Hold |
96
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $10K | Hold |
96
| – | – | ﹤0.01% | 390 |
|
|
2022
Q1 | $11K | Hold |
96
| – | – | ﹤0.01% | 427 |
|
|
2021
Q4 | $12K | Hold |
96
| – | – | ﹤0.01% | 423 |
|
|
2021
Q3 | $11K | Sell |
96
-91
| -49% | -$10.4K | ﹤0.01% | 532 |
|
|
2021
Q2 | $22K | Buy |
187
+91
| +95% | +$10.7K | ﹤0.01% | 461 |
|
|
2021
Q1 | $10K | Sell |
96
-154
| -62% | -$16K | ﹤0.01% | 567 |
|
|
2020
Q4 | $24K | Hold |
250
| – | – | 0.01% | 414 |
|
|
2020
Q3 | $20K | Hold |
250
| – | – | ﹤0.01% | 399 |
|
|
2020
Q2 | $19K | Hold |
250
| – | – | ﹤0.01% | 400 |
|
|
2020
Q1 | $16K | Sell |
250
-132
| -35% | -$8.45K | ﹤0.01% | 397 |
|
|
2019
Q4 | $36K | Buy |
382
+121
| +46% | +$11.4K | 0.01% | 354 |
|
|
2019
Q3 | $23K | Buy |
261
+11
| +4% | +$969 | 0.01% | 382 |
|
|
2019
Q2 | $22K | Hold |
250
| – | – | ﹤0.01% | 412 |
|
|
2019
Q1 | $22K | Hold |
250
| – | – | ﹤0.01% | 419 |
|
|
2018
Q4 | $19K | Hold |
250
| – | – | ﹤0.01% | 412 |
|
|
2018
Q3 | $23K | Hold |
250
| – | – | ﹤0.01% | 426 |
|
|
2018
Q2 | $22K | Hold |
250
| – | – | ﹤0.01% | 428 |
|
|
2018
Q1 | $22K | Buy |
+250
| New | +$22K | ﹤0.01% | 402 |
|