Next Financial Group’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 | $547K | Buy |
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|
2021
Q3 | $467K | Sell |
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|
2021
Q2 | $545K | Sell |
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|
2021
Q1 | $736K | Sell |
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|
2020
Q4 | $866K | Sell |
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|
2020
Q3 | $773K | Buy |
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|
2020
Q2 | $645K | Sell |
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|
2020
Q1 | $619K | Sell |
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|
2019
Q4 | $1.69M | Sell |
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|
2019
Q3 | $1.76M | Buy |
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|
2019
Q2 | $1.7M | Buy |
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|
2019
Q1 | $113K | Sell |
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|
2018
Q4 | $586K | Buy |
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|
2018
Q3 | $7K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $13K | Sell |
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|
2017
Q2 | $39K | Sell |
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|
2017
Q1 | $47K | Sell |
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|
2016
Q4 | $242K | Buy |
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|
2016
Q3 | $150K | Buy |
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|
2016
Q2 | $28K | Sell |
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|
2016
Q1 | $45K | Hold |
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|
2015
Q4 | $43K | Sell |
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|
2015
Q3 | $53K | Hold |
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|
2015
Q2 | $58K | Buy |
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|
2015
Q1 | $48K | Hold |
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|
2014
Q4 | $48K | Sell |
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|
2014
Q3 | $61K | Buy |
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