Piershale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-87,865
| Closed | -$7.29M | – | 28 |
|
|
2017
Q2 | $7.29M | Hold |
87,865
| – | – | 4.69% | 13 |
|
|
2017
Q1 | $7.29M | Buy |
87,865
+26,549
| +43% | +$2.2M | 4.69% | 13 |
|
|
2016
Q4 | $4.93M | Buy |
+61,316
| New | +$4.93M | 3.02% | 13 |
|
|
2016
Q3 | – | Sell |
-159,101
| Closed | -$11.8M | – | 161 |
|
|
2016
Q2 | $11.8M | Buy |
+159,101
| New | +$11.8M | 8.76% | 6 |
|