MFT
Moisand Fitzgerald Tamayo’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06K | Hold |
61
| – | – | ﹤0.01% | 366 |
|
|
2025
Q1 | $7.69K | Hold |
61
| – | – | ﹤0.01% | 372 |
|
|
2024
Q4 | $7.89K | Hold |
61
| – | – | ﹤0.01% | 370 |
|
|
2024
Q3 | $8.07K | Sell |
61
-2
| -3% | -$265 | ﹤0.01% | 379 |
|
|
2024
Q2 | $7.61K | Hold |
63
| – | – | ﹤0.01% | 334 |
|
|
2024
Q1 | $7.9K | Sell |
63
-1
| -2% | -$125 | ﹤0.01% | 336 |
|
|
2023
Q4 | $7.44K | Sell |
64
-47
| -42% | -$5.47K | ﹤0.01% | 371 |
|
|
2023
Q3 | $11.6K | Hold |
111
| – | – | ﹤0.01% | 322 |
|
|
2023
Q2 | $12.2K | Hold |
111
| – | – | ﹤0.01% | 303 |
|
|
2023
Q1 | $11.8K | Hold |
111
| – | – | ﹤0.01% | 315 |
|
|
2022
Q4 | $11.7K | Hold |
111
| – | – | ﹤0.01% | 297 |
|
|
2022
Q3 | $11K | Sell |
111
-18
| -14% | -$1.78K | ﹤0.01% | 276 |
|
|
2022
Q2 | $13K | Buy |
+129
| New | +$13K | ﹤0.01% | 256 |
|
|
2022
Q1 | – | Sell |
-129
| Closed | -$16K | – | 585 |
|
|
2021
Q4 | $16K | Sell |
129
-4
| -3% | -$496 | ﹤0.01% | 222 |
|
|
2021
Q3 | $15K | Hold |
133
| – | – | 0.01% | 220 |
|
|
2021
Q2 | $15K | Hold |
133
| – | – | 0.01% | 229 |
|
|
2021
Q1 | $15K | Sell |
133
-23
| -15% | -$2.59K | 0.01% | 186 |
|
|
2020
Q4 | $15K | Hold |
156
| – | – | 0.01% | 189 |
|
|
2020
Q3 | $13K | Buy |
+156
| New | +$13K | 0.01% | 181 |
|