Nadler Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,770
| Closed | -$1.78M | – | 119 |
|
|
2023
Q1 | $1.78M | Hold |
16,770
| – | – | 0.28% | 36 |
|
|
2022
Q4 | $1.77M | Buy |
16,770
+680
| +4% | +$71.6K | 0.31% | 33 |
|
|
2022
Q3 | $1.55M | Hold |
16,090
| – | – | 0.29% | 35 |
|
|
2022
Q2 | $1.63M | Sell |
16,090
-193
| -1% | -$19.6K | 0.3% | 36 |
|
|
2022
Q1 | $1.95M | Buy |
16,283
+193
| +1% | +$23.1K | 0.31% | 36 |
|
|
2021
Q4 | $1.97M | Hold |
16,090
| – | – | 0.29% | 39 |
|
|
2021
Q3 | $1.82M | Buy |
16,090
+930
| +6% | +$105K | 0.3% | 37 |
|
|
2021
Q2 | $1.74M | Buy |
15,160
+2,765
| +22% | +$318K | 0.29% | 36 |
|
|
2021
Q1 | $1.36M | Buy |
12,395
+2,655
| +27% | +$290K | 0.24% | 37 |
|
|
2020
Q4 | $944K | Buy |
9,740
+2,310
| +31% | +$224K | 0.18% | 46 |
|
|
2020
Q3 | $601K | Buy |
7,430
+3,000
| +68% | +$243K | 0.13% | 53 |
|
|
2020
Q2 | $339K | Buy |
4,430
+575
| +15% | +$44K | 0.08% | 66 |
|
|
2020
Q1 | $247K | Sell |
3,855
-470
| -11% | -$30.1K | 0.08% | 72 |
|
|
2019
Q4 | $410K | Buy |
+4,325
| New | +$410K | 0.1% | 58 |
|
|
2014
Q2 | – | Sell |
-16,550
| Closed | -$1.14M | – | 75 |
|
|
2014
Q1 | $1.14M | Sell |
16,550
-780
| -5% | -$53.6K | 0.76% | 16 |
|
|
2013
Q4 | $1.14M | Hold |
17,330
| – | – | 0.74% | 15 |
|
|
2013
Q3 | $1.06M | Hold |
17,330
| – | – | 0.77% | 19 |
|
|
2013
Q2 | $1M | Buy |
+17,330
| New | +$1M | 0.71% | 22 |
|