Newport Wealth Strategies’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
Q3 | $319K | Hold |
|
|||||
|
2021
Q2 | $324K | Hold |
|
|||||
|
2021
Q1 | $308K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $279K | Sell |
|
|||||
|
2020
Q1 | $660K | Sell |
|
|||||
|
2019
Q4 | $1.09M | Hold |
|
|||||
|
2019
Q3 | $1.04M | Sell |
|
|||||
|
2019
Q2 | $1.15M | Buy |
|
|||||
|
2019
Q1 | $1.1M | Sell |
|
|||||
|
2018
Q4 | $1.03M | Sell |
|
|||||
|
2018
Q3 | $1.29M | Buy |
|
|||||
|
2018
Q2 | $1.3M | Sell |
|
|||||
|
2018
Q1 | $2.22M | Sell |
|
|||||
|
2017
Q4 | $2.52M | Buy |
|