Mid Atlantic Financial Management’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
2020
Q1
Sell
-2,857
Closed -$271K 724
2019
Q4
$271K Sell
2,857
-4,902
-63% -$465K 0.03% 555
2019
Q3
$696K Buy
7,759
+5,091
+191% +$457K 0.07% 277
2019
Q2
$238K Buy
2,668
+110
+4% +$9.81K 0.02% 592
2019
Q1
$222K Buy
+2,558
New +$222K 0.02% 599