OLVIG
Oliver Lagore Vanvalin Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.3K | Buy |
+193
| New | +$24.3K | 0.01% | 325 |
|
|
2024
Q4 | $32.6K | Sell |
252
-135
| -35% | -$17.5K | 0.01% | 297 |
|
|
2024
Q3 | $51.2K | Sell |
387
-264
| -41% | -$34.9K | 0.01% | 245 |
|
|
2024
Q2 | $78.6K | Sell |
651
-36
| -5% | -$4.35K | 0.02% | 190 |
|
|
2024
Q1 | $86.1K | Sell |
687
-501
| -42% | -$62.8K | 0.03% | 185 |
|
|
2023
Q4 | $138K | Sell |
1,188
-2,200
| -65% | -$256K | 0.05% | 129 |
|
|
2023
Q3 | $354K | Sell |
3,388
-6,661
| -66% | -$695K | 0.14% | 97 |
|
|
2023
Q2 | $1.1M | Buy |
10,049
+10,013
| +27,814% | +$1.1M | 0.4% | 39 |
|
|
2023
Q1 | $3.82K | Buy |
+36
| New | +$3.82K | ﹤0.01% | 518 |
|
|
2022
Q3 | – | Sell |
-16
| Closed | -$2K | – | 680 |
|
|
2022
Q2 | $2K | Hold |
16
| – | – | ﹤0.01% | 499 |
|
|
2022
Q1 | $2K | Buy |
+16
| New | +$2K | ﹤0.01% | 502 |
|