RE Dickinson Investment Advisors’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
Q4 | $263K | Hold |
203
| – | – | 0.01% | 116 |
|
|
2024
Q3 | $26.8K | Hold |
203
| – | – | 0.02% | 114 |
|
|
2024
Q2 | $24.5K | Hold |
203
| – | – | 0.01% | 118 |
|
|
2024
Q1 | $25K | Hold |
203
| – | – | 0.02% | 114 |
|
|
2023
Q4 | $24K | Hold |
203
| – | – | 0.02% | 114 |
|
|
2023
Q3 | $21K | Hold |
203
| – | – | 0.01% | 125 |
|
|
2023
Q2 | $22K | Hold |
203
| – | – | 0.01% | 210 |
|
|
2023
Q1 | $22K | Hold |
203
| – | – | 0.01% | 213 |
|
|
2022
Q4 | $21K | Hold |
203
| – | – | 0.01% | 202 |
|
|
2022
Q3 | $19K | Hold |
203
| – | – | 0.02% | 119 |
|
|
2022
Q2 | $21 | Hold |
203
| – | – | ﹤0.01% | 124 |
|
|
2022
Q1 | $24K | Hold |
203
| – | – | 0.02% | 133 |
|
|
2021
Q4 | $25K | Buy |
+203
| New | +$25K | 0.02% | 120 |
|