Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-102
| Closed | -$10K | – | 431 |
|
|
2022
Q3 | $10K | Hold |
102
| – | – | ﹤0.01% | 521 |
|
|
2022
Q2 | $10K | Hold |
102
| – | – | ﹤0.01% | 559 |
|
|
2022
Q1 | $12K | Hold |
102
| – | – | ﹤0.01% | 514 |
|
|
2021
Q4 | $12K | Hold |
102
| – | – | ﹤0.01% | 469 |
|
|
2021
Q3 | $12K | Hold |
102
| – | – | 0.01% | 414 |
|
|
2021
Q2 | $12K | Hold |
102
| – | – | 0.01% | 322 |
|
|
2021
Q1 | $11K | Hold |
102
| – | – | 0.01% | 244 |
|
|
2020
Q4 | $10K | Buy |
+102
| New | +$10K | 0.01% | 246 |
|