Platte River Wealth Advisors’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 | $3.26M | Sell |
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|
2024
Q2 | $3.05M | Sell |
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|
2024
Q1 | $3.18M | Sell |
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|
2023
Q4 | $3.02M | Sell |
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|
2023
Q3 | $2.72M | Buy |
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|
2023
Q2 | $2.86M | Hold |
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|
2023
Q1 | $2.76M | Sell |
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|
2022
Q4 | $3.48M | Sell |
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|
2022
Q3 | $3.37M | Hold |
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|
2022
Q2 | $3.57M | Hold |
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|
2022
Q1 | $4.2M | Sell |
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|
2021
Q4 | $4.41M | Sell |
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|
2021
Q3 | $4.18M | Buy |
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|
2021
Q2 | $4.11M | Buy |
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|
2021
Q1 | $3.86M | Buy |
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|
2020
Q4 | $3.46M | Sell |
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|
2020
Q3 | $2.78M | Sell |
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|
2020
Q2 | $2.79M | Buy |
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|
2019
Q4 | $4.6M | Buy |
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