SBK Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.14M | Sell |
10,805
-5,471
| -34% | -$576K | 1.81% | 18 |
|
|
2022
Q3 | $1.56M | Sell |
16,276
-3,220
| -17% | -$309K | 2.4% | 9 |
|
|
2022
Q2 | $1.98M | Sell |
19,496
-2,021
| -9% | -$205K | 2.59% | 7 |
|
|
2022
Q1 | $2.57M | Sell |
21,517
-1,598
| -7% | -$191K | 2.57% | 7 |
|
|
2021
Q4 | $2.83M | Buy |
+23,115
| New | +$2.83M | 2.26% | 7 |
|