JOYN Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
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|
2018
Q4 | $56K | Sell |
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|
2018
Q3 | $78K | Sell |
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|
2018
Q2 | $80K | Sell |
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|
2018
Q1 | $98K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $233K | Sell |
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|
2015
Q4 | $4.27M | Buy |
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|
2015
Q3 | $1.68M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.49M | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $16K | Buy |
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|
2014
Q1 | $14K | Sell |
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|
2013
Q4 | $172K | Buy |
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|
2013
Q3 | $144K | Buy |
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|
2013
Q2 | – | Hold |
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