Norwood Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $30.1K | Hold |
240
| – | – | 0.04% | 186 |
|
|
2023
Q4 | $27.9K | Hold |
240
| – | – | 0.04% | 180 |
|
|
2023
Q3 | $25K | Hold |
240
| – | – | 0.04% | 179 |
|
|
2023
Q2 | $26.4K | Hold |
240
| – | – | 0.04% | 179 |
|
|
2023
Q1 | $25.5K | Hold |
240
| – | – | 0.04% | 176 |
|
|
2022
Q4 | $25.3K | Sell |
240
-120
| -33% | -$12.6K | 0.04% | 170 |
|
|
2022
Q3 | $35K | Hold |
360
| – | – | 0.06% | 146 |
|
|
2022
Q2 | $37K | Hold |
360
| – | – | 0.06% | 145 |
|
|
2022
Q1 | $43K | Hold |
360
| – | – | 0.06% | 150 |
|
|
2021
Q4 | $44K | Buy |
+360
| New | +$44K | 0.06% | 150 |
|