LBA Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $175K | Hold |
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|
2016
Q4 | $169K | Hold |
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|
2016
Q3 | $161K | Sell |
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|
2016
Q2 | $164K | Buy |
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|
2016
Q1 | $142K | Hold |
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|
2015
Q4 | $137K | Hold |
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|
2015
Q3 | $134K | Hold |
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|
2015
Q2 | $148K | Hold |
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|
2015
Q1 | $151K | Hold |
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|
2014
Q4 | $148K | Hold |
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|
2014
Q3 | $140K | Hold |
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|
2014
Q2 | $145K | Hold |
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|
2014
Q1 | $137K | Hold |
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|
2013
Q4 | $131K | Buy |
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