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