Northwest Wealth Management’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 | – | Sell |
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|
2021
Q2 | $326K | Hold |
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|
2021
Q1 | $309K | Hold |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $229K | Hold |
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|
2020
Q2 | $217K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $268K | Hold |
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|
2019
Q3 | $254K | Hold |
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|
2019
Q2 | $252K | Hold |
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|
2019
Q1 | $246K | Hold |
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|
2018
Q4 | $216K | Hold |
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|
2018
Q3 | $256K | Hold |
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|
2018
Q2 | $251K | Hold |
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|
2018
Q1 | $244K | Buy |
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