Peterson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $664K | Sell |
5,017
-575
| -10% | -$76.1K | 2.55% | 6 |
|
|
2024
Q2 | $675K | Sell |
5,592
-506
| -8% | -$61.1K | 4.12% | 6 |
|
|
2024
Q1 | $764K | Sell |
6,098
-682
| -10% | -$85.5K | 4.99% | 4 |
|
|
2023
Q4 | $788K | Buy |
6,780
+366
| +6% | +$42.6K | 5.17% | 5 |
|
|
2023
Q3 | $669K | Buy |
6,414
+143
| +2% | +$14.9K | 6.65% | 5 |
|
|
2023
Q2 | $689K | Sell |
6,271
-61
| -1% | -$6.7K | 6.32% | 5 |
|
|
2023
Q1 | $672K | Sell |
6,332
-958
| -13% | -$102K | 6.77% | 5 |
|
|
2022
Q4 | $768K | Sell |
7,290
-1,340
| -16% | -$141K | 1.02% | 45 |
|
|
2022
Q3 | $829K | Sell |
8,630
-317
| -4% | -$30.4K | 0.81% | 51 |
|
|
2022
Q2 | $909K | Sell |
8,947
-361
| -4% | -$36.7K | 0.86% | 47 |
|
|
2022
Q1 | $1.11M | Sell |
9,308
-9
| -0.1% | -$1.08K | 0.92% | 45 |
|
|
2021
Q4 | $1.14M | Buy |
+9,317
| New | +$1.14M | 0.93% | 45 |
|