Planned 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
Q4 | – | Sell |
-420
| Closed | -$55.5K | – | 376 |
|
|
2024
Q3 | $55.5K | Buy |
+420
| New | +$55.5K | 0.02% | 292 |
|
|
2024
Q1 | – | Sell |
-420
| Closed | -$48.8K | – | 319 |
|
|
2023
Q4 | $48.8K | Buy |
+420
| New | +$48.8K | 0.02% | 287 |
|
|
2021
Q1 | – | Sell |
-411
| Closed | -$40K | – | 237 |
|
|
2020
Q4 | $40K | Hold |
411
| – | – | 0.03% | 229 |
|
|
2020
Q3 | $33K | Buy |
+411
| New | +$33K | 0.03% | 187 |
|