Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $413K | Buy |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $339K | Sell |
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|
2022
Q3 | $326K | Sell |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $414K | Hold |
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|
2021
Q4 | $423K | Hold |
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|
2021
Q3 | $392K | Hold |
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|
2021
Q2 | $397K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $22K | Hold |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $21K | Sell |
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|
2019
Q1 | $51K | Buy |
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|
2018
Q4 | $27K | Hold |
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|
2018
Q3 | $32K | Sell |
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|
2018
Q2 | $41K | Hold |
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|
2018
Q1 | $40K | Buy |
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