Samalin Investment Counsel’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,536
| Closed | -$277K | – | 242 |
|
|
2021
Q1 | $277K | Buy |
2,536
+52
| +2% | +$5.68K | 0.19% | 177 |
|
|
2020
Q4 | $241K | Sell |
2,484
-539
| -18% | -$52.3K | 0.18% | 180 |
|
|
2020
Q3 | $244K | Buy |
+3,023
| New | +$244K | 0.22% | 151 |
|
|
2020
Q1 | – | Sell |
-437
| Closed | -$41K | – | 327 |
|
|
2019
Q4 | $41K | Buy |
+437
| New | +$41K | 0.03% | 302 |
|