Peterson Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $664K | Sell |
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|
2024
Q2 | $675K | Sell |
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2024
Q1 | $764K | Sell |
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|
2023
Q4 | $788K | Buy |
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|
2023
Q3 | $669K | Buy |
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|
2023
Q2 | $689K | Sell |
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|
2023
Q1 | $672K | Sell |
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|
2022
Q4 | $768K | Sell |
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|
2022
Q3 | $829K | Sell |
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|
2022
Q2 | $909K | Sell |
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|
2022
Q1 | $1.11M | Sell |
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|
2021
Q4 | $1.14M | Buy |
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