JDM Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-168
| Closed | -$20.3K | – | 414 |
|
|
2024
Q2 | $20.3K | Hold |
168
| – | – | 0.01% | 112 |
|
|
2024
Q1 | $21.1K | Hold |
168
| – | – | 0.02% | 102 |
|
|
2023
Q4 | $19.5K | Hold |
168
| – | – | 0.02% | 100 |
|
|
2023
Q3 | $17.5K | Hold |
168
| – | – | 0.02% | 100 |
|
|
2023
Q2 | $18.5K | Buy |
168
+1
| +0.6% | +$110 | 0.02% | 101 |
|
|
2023
Q1 | $17.8K | Hold |
167
| – | – | 0.02% | 103 |
|
|
2022
Q4 | $17.5K | Buy |
+167
| New | +$17.5K | 0.02% | 103 |
|