Simon Quick 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
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|
2022
Q1 | $66K | Buy |
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|
2021
Q4 | $67K | Buy |
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|
2021
Q3 | $61K | Buy |
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|
2021
Q2 | $62K | Sell |
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|
2021
Q1 | $72K | Sell |
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|
2020
Q4 | $102K | Sell |
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|
2020
Q3 | $2.83M | Sell |
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|
2020
Q2 | $2.78M | Buy |
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2020
Q1 | $2.32M | Buy |
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|
2019
Q4 | $2.78M | Buy |
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|
2019
Q3 | $2.62M | Sell |
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|
2019
Q2 | $2.6M | Buy |
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|
2019
Q1 | $2.51M | Sell |
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|
2018
Q4 | $2.86M | Buy |
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|
2018
Q3 | $2.43M | Buy |
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|
2018
Q2 | $2.35M | Sell |
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|
2018
Q1 | $2.34M | Buy |
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|
2017
Q4 | $2.45M | Sell |
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|
2017
Q3 | $2.79M | Buy |
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|
2017
Q2 | $2.63M | Sell |
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|
2017
Q1 | $2.71M | Buy |
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|
2016
Q4 | $2.49M | Buy |
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