Paladin Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-304
| Closed | -$31.7K | – | 241 |
|
|
2023
Q3 | $31.7K | Hold |
304
| – | – | 0.03% | 171 |
|
|
2023
Q2 | $33.4K | Hold |
304
| – | – | 0.03% | 175 |
|
|
2023
Q1 | $32.3K | Buy |
+304
| New | +$32.3K | 0.03% | 178 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 122 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 122 |
|
|
2022
Q2 | – | Sell |
-423
| Closed | -$50K | – | 123 |
|
|
2022
Q1 | $50K | Buy |
+423
| New | +$50K | 0.04% | 171 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 121 |
|