Midwest Heritage Bank’s iShares MSCI USA Size Factor ETF SIZE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,024
| Closed | -$230K | – | 60 |
|
|
2022
Q4 | $230K | Sell |
2,024
-216
| -10% | -$24.6K | 0.22% | 55 |
|
|
2022
Q3 | $233K | Sell |
2,240
-548
| -20% | -$57K | 0.24% | 53 |
|
|
2022
Q2 | $307K | Sell |
2,788
-254
| -8% | -$28K | 0.28% | 51 |
|
|
2022
Q1 | $396K | Sell |
3,042
-119
| -4% | -$15.5K | 0.31% | 40 |
|
|
2021
Q4 | $434K | Buy |
+3,161
| New | +$434K | 0.42% | 34 |
|