Mosaic Family Wealth’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $733K | Sell |
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|
2021
Q3 | $739K | Sell |
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|
2021
Q2 | $754K | Sell |
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|
2021
Q1 | $755K | Sell |
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|
2020
Q4 | $699K | Buy |
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|
2020
Q3 | $582K | Buy |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | $456K | Buy |
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|
2019
Q4 | $664K | Buy |
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|
2019
Q3 | $625K | Sell |
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|
2019
Q2 | $624K | Sell |
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|
2019
Q1 | $616K | Sell |
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|
2018
Q4 | $582K | Buy |
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|
2018
Q3 | $618K | Sell |
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|
2018
Q2 | $649K | Buy |
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|
2018
Q1 | $607K | Buy |
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|
2017
Q4 | $622K | Buy |
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|
2017
Q3 | $566K | Buy |
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|
2017
Q2 | $554K | Sell |
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|
2017
Q1 | $698K | Sell |
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|
2016
Q4 | $709K | Sell |
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|
2016
Q3 | $733K | Sell |
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|
2016
Q2 | $718K | Sell |
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|
2016
Q1 | $713K | Sell |
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|
2015
Q4 | $1.42M | Buy |
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