RDWM
Red Door Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,661
| Closed | -$203K | – | 152 |
|
|
2021
Q4 | $203K | Buy |
+1,661
| New | +$203K | 0.07% | 157 |
|
|
2021
Q3 | – | Sell |
-1,267
| Closed | -$145K | – | 391 |
|
|
2021
Q2 | $145K | Buy |
+1,267
| New | +$145K | 0.06% | 171 |
|
|
2020
Q3 | – | Sell |
-1,267
| Closed | -$97K | – | 259 |
|
|
2020
Q2 | $97K | Hold |
1,267
| – | – | 0.07% | 143 |
|
|
2020
Q1 | $81K | Buy |
+1,267
| New | +$81K | 0.08% | 136 |
|