Squar Milner Financial Services’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 | – | Sell |
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|
2020
Q2 | $1.04M | Sell |
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2020
Q1 | $1.01M | Buy |
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|
2019
Q4 | $1.46M | Buy |
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|
2019
Q3 | $1.1M | Sell |
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|
2019
Q2 | $1.28M | Buy |
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|
2019
Q1 | $1.22M | Buy |
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|
2018
Q4 | $968K | Sell |
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|
2018
Q3 | $1.16M | Sell |
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|
2018
Q2 | $1.16M | Buy |
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|
2018
Q1 | $1.04M | Hold |
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|
2017
Q4 | $1.11M | Buy |
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