Level Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-153
| Closed | -$17.8K | – | 172 |
|
|
2023
Q4 | $17.8K | Hold |
153
| – | – | 0.01% | 167 |
|
|
2023
Q3 | $16K | Hold |
153
| – | – | 0.01% | 162 |
|
|
2023
Q2 | $16.8K | Buy |
+153
| New | +$16.8K | 0.01% | 159 |
|
|
2022
Q1 | – | Sell |
-31
| Closed | -$4K | – | 256 |
|
|
2021
Q4 | $4K | Buy |
+31
| New | +$4K | ﹤0.01% | 215 |
|