SIM
Sigma Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-373,038
| Closed | -$27.1M | – | 30 |
|
|
2014
Q2 | $27.1M | Buy |
+373,038
| New | +$27.1M | 18.57% | 1 |
|
|
2013
Q4 | – | Sell |
-403,550
| Closed | -$24.6M | – | 28 |
|
|
2013
Q3 | $24.6M | Sell |
403,550
-2,808
| -0.7% | -$171K | 17.25% | 1 |
|
|
2013
Q2 | $23.5M | Buy |
+406,358
| New | +$23.5M | 17.49% | 1 |
|