JF
JSF Financial’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,608
| Closed | -$946K | – | 108 |
|
|
2023
Q2 | $946K | Sell |
8,608
-295
| -3% | -$32.4K | 0.33% | 40 |
|
|
2023
Q1 | $945K | Sell |
8,903
-540
| -6% | -$57.3K | 0.35% | 40 |
|
|
2022
Q4 | $995K | Sell |
9,443
-347
| -4% | -$36.6K | 0.37% | 41 |
|
|
2022
Q3 | $940K | Sell |
9,790
-18,900
| -66% | -$1.81M | 0.36% | 37 |
|
|
2022
Q2 | $2.91M | Buy |
+28,690
| New | +$2.91M | 1.32% | 19 |
|