Kalos Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-59
| Closed | -$6.48K | – | 46 |
|
|
2023
Q2 | $6.48K | Hold |
59
| – | – | 0.01% | 107 |
|
|
2023
Q1 | $6.27K | Hold |
59
| – | – | 0.01% | 259 |
|
|
2022
Q4 | $6.22K | Buy |
+59
| New | +$6.22K | 0.01% | 103 |
|
|
2016
Q1 | – | Hold |
0
| – | -$65K | – | 311 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 196 |
|