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J.W. Coons Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

J.W. Coons Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-1,673
Closed -$200K – 256
2022
Q1 		$200K Buy
1,673
+1
+0.1% +$120 0.06% 254
2021
Q4 		$206K Buy
+1,672
New +$206K 0.06% 250