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P.J. Schmidt Investment Management (PJS)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,302
Closed -$597K – 128
2019
Q4 		$597K Buy
6,302
+200
+3% +$18.9K 0.16% 88
2019
Q3 		$547K Hold
6,102
– – 0.16% 89
2019
Q2 		$544K Buy
+6,102
New +$544K 0.16% 89