Strategic 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
2021
Q4
$4.26M Buy
2019
Q2
Sell
2019
Q1
$2.91M Sell
2018
Q4
$6.19M Sell
2018
Q3
$7.36M Sell
2018
Q2
$7.25M Sell
2018
Q1
$7.29M Buy
2017
Q4
$7.25M Buy
2016
Q1
Sell
2015
Q4
$3.76M Hold
2015
Q3
$3.67M Sell
2015
Q2
$7.86M Buy
2015
Q1
$7.89M Buy
2014
Q4
$7.72M Sell
2014
Q3
$7.56M Sell
2014
Q2
$14.1M Sell
2014
Q1
$14.4M Buy
2013
Q4
$7.32M Sell
2013
Q3
$6.96M Hold
2013
Q2
$6.62M Buy