Retirement Group’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
Q1 | $15.8K | Hold |
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|
2023
Q4 | $14.7K | Hold |
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|
2023
Q3 | $13.1K | Hold |
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|
2023
Q2 | $13.8K | Hold |
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|
2023
Q1 | $13K | Hold |
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|
2022
Q4 | $13K | Sell |
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|
2022
Q3 | $32K | Sell |
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|
2022
Q2 | $47K | Hold |
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|
2022
Q1 | $55K | Hold |
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|
2021
Q4 | $57K | Hold |
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|
2021
Q3 | $52K | Hold |
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|
2021
Q2 | $53K | Hold |
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|
2021
Q1 | $51K | Hold |
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|
2020
Q4 | $44K | Hold |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $35K | Buy |
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|
2019
Q4 | $44K | Buy |
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