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Perennial Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Perennial Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-366
Closed -$42K – 176
2021
Q2 		$42K Hold
366
– – 0.01% 163
2021
Q1 		$40K Buy
+366
New +$40K 0.01% 160