Southern Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $5.47M | Buy |
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|
2022
Q4 | $5.07M | Buy |
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|
2022
Q3 | $4.99M | Buy |
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|
2022
Q2 | $4.31M | Buy |
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|
2022
Q1 | $4.47M | Sell |
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|
2021
Q4 | $4.61M | Sell |
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|
2021
Q3 | $8.57M | Buy |
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|
2021
Q2 | $8.62M | Buy |
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|
2021
Q1 | $7.37M | Buy |
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|
2020
Q4 | $6.36M | Buy |
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|
2020
Q3 | $5.27M | Buy |
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|
2020
Q2 | $4.73M | Sell |
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|
2020
Q1 | $5.24M | Buy |
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|
2019
Q4 | $1.37M | Buy |
|