Madden Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-706
| Closed | -$58K | – | 164 |
|
|
2017
Q1 | $58K | Buy |
+706
| New | +$58K | 0.04% | 118 |
|
|
2015
Q4 | – | Sell |
-835
| Closed | -$56K | – | 184 |
|
|
2015
Q3 | $56K | Hold |
835
| – | – | 0.04% | 123 |
|
|
2015
Q2 | $61K | Buy |
+835
| New | +$61K | 0.04% | 121 |
|
|
2015
Q1 | – | Sell |
-835
| Closed | -$62K | – | 181 |
|
|
2014
Q4 | $62K | Hold |
835
| – | – | 0.04% | 130 |
|
|
2014
Q3 | $58K | Hold |
835
| – | – | 0.03% | 150 |
|
|
2014
Q2 | $61K | Hold |
835
| – | – | 0.03% | 148 |
|
|
2014
Q1 | $57K | Hold |
835
| – | – | 0.03% | 139 |
|
|
2013
Q4 | $55K | Hold |
835
| – | – | 0.04% | 124 |
|
|
2013
Q3 | $51K | Hold |
835
| – | – | 0.04% | 112 |
|
|
2013
Q2 | $48K | Buy |
+835
| New | +$48K | 0.04% | 115 |
|