RWM
Ritholtz 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-4,050
| Closed | -$366K | – | 127 |
|
|
2018
Q3 | $366K | Sell |
4,050
-1,385
| -25% | -$125K | 0.09% | 82 |
|
|
2018
Q2 | $481K | Sell |
5,435
-295
| -5% | -$26.1K | 0.13% | 60 |
|
|
2018
Q1 | $495K | Sell |
5,730
-109,677
| -95% | -$9.47M | 0.14% | 57 |
|
|
2017
Q4 | $10.3M | Buy |
115,407
+9,182
| +9% | +$819K | 3.05% | 12 |
|
|
2017
Q3 | $9.02M | Buy |
106,225
+6,351
| +6% | +$539K | 3.38% | 11 |
|
|
2017
Q2 | $8.4M | Buy |
+99,874
| New | +$8.4M | 3.53% | 11 |
|
|
2016
Q4 | $10M | Buy |
+124,295
| New | +$10M | 5.12% | 7 |
|