Main Street Financial Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,719
| Closed | -$261K | – | 451 |
|
|
2022
Q3 | $261K | Sell |
2,719
-15
| -0.5% | -$1.44K | 0.04% | 355 |
|
|
2022
Q2 | $278K | Buy |
2,734
+15
| +0.6% | +$1.53K | 0.04% | 357 |
|
|
2022
Q1 | $325K | Hold |
2,719
| – | – | 0.05% | 346 |
|
|
2021
Q4 | $333K | Hold |
2,719
| – | – | 0.05% | 355 |
|
|
2021
Q3 | $308K | Hold |
2,719
| – | – | 0.05% | 358 |
|
|
2021
Q2 | $313K | Hold |
2,719
| – | – | 0.05% | 348 |
|
|
2021
Q1 | $297K | Sell |
2,719
-233
| -8% | -$25.5K | 0.05% | 325 |
|
|
2020
Q4 | $286K | Buy |
+2,952
| New | +$286K | 0.06% | 301 |
|