SMFS
Squar Milner Financial Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-13,607
| Closed | -$1.04M | – | 97 |
|
|
2020
Q2 | $1.04M | Sell |
13,607
-2,145
| -14% | -$164K | 0.59% | 38 |
|
|
2020
Q1 | $1.01M | Buy |
15,752
+324
| +2% | +$20.8K | 0.61% | 21 |
|
|
2019
Q4 | $1.46M | Buy |
15,428
+1,810
| +13% | +$172K | 0.73% | 19 |
|
|
2019
Q3 | $1.1M | Sell |
13,618
-695
| -5% | -$56.2K | 0.56% | 45 |
|
|
2019
Q2 | $1.28M | Buy |
14,313
+249
| +2% | +$22.2K | 0.86% | 15 |
|
|
2019
Q1 | $1.22M | Buy |
14,064
+1,392
| +11% | +$121K | 0.9% | 19 |
|
|
2018
Q4 | $968K | Sell |
12,672
-228
| -2% | -$17.4K | 0.93% | 18 |
|
|
2018
Q3 | $1.16M | Sell |
12,900
-147
| -1% | -$13.3K | 1.05% | 19 |
|
|
2018
Q2 | $1.16M | Buy |
13,047
+981
| +8% | +$86.8K | 1.02% | 17 |
|
|
2018
Q1 | $1.04M | Hold |
12,066
| – | – | 1.32% | 15 |
|
|
2017
Q4 | $1.11M | Buy |
+12,066
| New | +$1.11M | 1.35% | 15 |
|