Integer Wealth Advisors Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $450K | Sell |
4,028
-201
| -5% | -$22.5K | 0.25% | 53 |
|
|
2020
Q4 | $421K | Sell |
4,229
-373
| -8% | -$37.1K | 0.28% | 51 |
|
|
2020
Q3 | $372K | Buy |
4,602
+1,428
| +45% | +$115K | 0.34% | 44 |
|
|
2020
Q2 | $237K | Hold |
3,174
| – | – | 0.24% | 55 |
|
|
2020
Q1 | $230K | Hold |
3,174
| – | – | 0.26% | 53 |
|
|
2019
Q4 | $300K | Buy |
+3,174
| New | +$300K | 0.3% | 51 |
|