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Johanson Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Johanson Financial Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-230,415
Closed -$2.43M – 170
2019
Q4 		$2.43M Buy
230,415
+228,010
+9,481% +$2.41M 0.12% 94
2019
Q3 		$215K Sell
2,405
-211
-8% -$18.9K 0.11% 93
2019
Q2 		$233K Buy
+2,616
New +$233K 0.12% 92