O'Brien Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $272K | Sell |
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|
2019
Q3 | $314K | Hold |
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|
2019
Q2 | $316K | Hold |
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|
2019
Q1 | $304K | Sell |
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|
2018
Q4 | $283K | Sell |
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|
2018
Q3 | $340K | Sell |
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|
2018
Q2 | $801K | Sell |
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|
2018
Q1 | $790K | Sell |
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|
2017
Q4 | $1.56M | Sell |
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|
2017
Q3 | $1.5M | Sell |
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|
2017
Q2 | $1.53M | Sell |
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|
2017
Q1 | $1.82M | Sell |
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|
2016
Q4 | $2.07M | Sell |
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|
2016
Q3 | $2.55M | Sell |
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|
2016
Q2 | $2.5M | Sell |
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|
2016
Q1 | $2.44M | Sell |
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|
2015
Q4 | $4.08M | Buy |
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