LifePlan Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
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|
2019
Q3 | $2K | Hold |
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|
2019
Q2 | $2K | Sell |
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|
2019
Q1 | $28K | Hold |
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|
2018
Q4 | $25K | Hold |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $29K | Hold |
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|
2018
Q1 | $28K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $296K | Buy |
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|
2014
Q3 | $277K | Sell |
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|
2014
Q2 | $2.77M | Buy |
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|
2014
Q1 | $2.4M | Sell |
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|
2013
Q4 | $3.08M | Buy |
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|
2013
Q3 | $26K | Sell |
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|
2013
Q2 | $3.42M | Buy |
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