Laurel Wealth Advisors (California)’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
2022
Q1
Sell
-1,764
Closed -$216K 770
2021
Q4
$216K Buy
+1,764
New +$216K 0.02% 739
2021
Q3
Sell
-18,588
Closed -$2.14M 483
2021
Q2
$2.14M Buy
18,588
+350
+2% +$40.2K 0.28% 89
2021
Q1
$1.99M Buy
+18,238
New +$1.99M 0.3% 81