Legacy Financial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-300
| Closed | -$26K | – | 510 |
|
|
2019
Q1 | $26K | Hold |
300
| – | – | 0.01% | 404 |
|
|
2018
Q4 | $23K | Hold |
300
| – | – | 0.01% | 378 |
|
|
2018
Q3 | $27K | Hold |
300
| – | – | 0.01% | 328 |
|
|
2018
Q2 | $27K | Hold |
300
| – | – | 0.01% | 333 |
|
|
2018
Q1 | $25K | Hold |
300
| – | – | 0.01% | 333 |
|
|
2017
Q4 | $26K | Buy |
+300
| New | +$26K | 0.01% | 333 |
|