Regal Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,852
| Closed | -$391K | – | 48 |
|
|
2022
Q2 | $391K | Sell |
3,852
-23
| -0.6% | -$2.34K | 0.28% | 31 |
|
|
2022
Q1 | $458K | Sell |
3,875
-235
| -6% | -$27.8K | 0.29% | 30 |
|
|
2021
Q4 | $503K | Sell |
4,110
-51,478
| -93% | -$6.3M | 0.28% | 29 |
|
|
2021
Q3 | $6.3M | Sell |
55,588
-44
| -0.1% | -$4.98K | 3.78% | 8 |
|
|
2021
Q2 | $6.4M | Buy |
+55,632
| New | +$6.4M | 3.78% | 8 |
|