PCS
Personal CFO Solutions’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,977
| Closed | -$359K | – | 580 |
|
|
2024
Q2 | $359K | Buy |
+2,977
| New | +$359K | 0.06% | 329 |
|
|
2024
Q1 | – | Sell |
-2,811
| Closed | -$327K | – | 561 |
|
|
2023
Q4 | $327K | Buy |
+2,811
| New | +$327K | 0.06% | 349 |
|
|
2020
Q2 | – | Sell |
-7,103
| Closed | -$455K | – | 339 |
|
|
2020
Q1 | $455K | Buy |
+7,103
| New | +$455K | 0.16% | 132 |
|