NFG
Noven Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $12.1M | Buy |
+188,854
| New | +$12.1M | 9.87% | 4 |
|
|
2016
Q4 | – | Sell |
-73,076
| Closed | -$5.51M | – | 32 |
|
|
2016
Q3 | $5.51M | Buy |
73,076
+34,159
| +88% | +$2.58M | 1.9% | 13 |
|
|
2016
Q2 | $2.89M | Buy |
+38,917
| New | +$2.89M | 1.95% | 14 |
|
|
2016
Q1 | – | Sell |
-194,868
| Closed | -$13.4M | – | 49 |
|
|
2015
Q4 | $13.4M | Buy |
+194,868
| New | +$13.4M | 10.17% | 3 |
|