Roosevelt Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $1.41M | Sell |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $5.55M | Sell |
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|
2021
Q2 | $5.71M | Buy |
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|
2021
Q1 | $5.27M | Buy |
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|
2020
Q4 | $4.49M | Sell |
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|
2020
Q3 | $3.76M | Sell |
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|
2020
Q2 | $3.6M | Buy |
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|
2020
Q1 | $1.63M | Buy |
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