Investment Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-3,041
| Closed | -$323K | – | 149 |
|
|
2023
Q1 | $323K | Sell |
3,041
-190
| -6% | -$20.2K | 0.19% | 92 |
|
|
2022
Q4 | $340K | Hold |
3,231
| – | – | 0.21% | 89 |
|
|
2022
Q3 | $310K | Sell |
3,231
-23
| -0.7% | -$2.21K | 0.22% | 85 |
|
|
2022
Q2 | $329K | Sell |
3,254
-103
| -3% | -$10.4K | 0.22% | 83 |
|
|
2022
Q1 | $401K | Hold |
3,357
| – | – | 0.24% | 76 |
|
|
2021
Q4 | $398K | Buy |
+3,357
| New | +$398K | 0.25% | 74 |
|