Riggs Asset 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 |
-10,935
| Closed | -$1.34M | – | 334 |
|
|
2021
Q4 | $1.34M | Buy |
10,935
+10,774
| +6,692% | +$1.32M | 0.36% | 59 |
|
|
2021
Q3 | $18K | Hold |
161
| – | – | 0.01% | 201 |
|
|
2021
Q2 | $19K | Buy |
+161
| New | +$19K | 0.01% | 202 |
|
|
2020
Q1 | – | Sell |
-14
| Closed | -$1K | – | 273 |
|
|
2019
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 277 |
|