Smith Capital Management’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
2020
Q3
$948K Sell
2020
Q2
$927K Sell
2020
Q1
$991K Hold
2019
Q4
$1.47M Hold
2019
Q3
$1.39M Hold
2019
Q2
$1.38M Sell
2019
Q1
$1.45M Buy
2018
Q4
$1.01M Buy