RE Dickinson Investment 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
Q4 | $263K | Hold |
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|
2024
Q3 | $26.8K | Hold |
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|
2024
Q2 | $24.5K | Hold |
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|
2024
Q1 | $25K | Hold |
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|
2023
Q4 | $24K | Hold |
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|
2023
Q3 | $21K | Hold |
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|
2023
Q2 | $22K | Hold |
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|
2023
Q1 | $22K | Hold |
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|
2022
Q4 | $21K | Hold |
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|
2022
Q3 | $19K | Hold |
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|
2022
Q2 | $21 | Hold |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $25K | Buy |
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