Strategic Wealth Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $803K | Buy |
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|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $693K | Buy |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $453K | Buy |
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|
2022
Q4 | $448K | Buy |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $508K | Sell |
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|
2021
Q4 | $574K | Buy |
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|
2021
Q3 | $510K | Buy |
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|
2021
Q1 | $494K | Buy |
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|
2020
Q4 | $382K | Buy |
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|
2020
Q3 | $319K | Sell |
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|
2020
Q2 | $489K | Sell |
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|
2020
Q1 | $442K | Buy |
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|
2019
Q4 | $653K | Sell |
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|
2019
Q3 | $705K | Buy |
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|
2019
Q2 | $701K | Buy |
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|
2019
Q1 | $683K | Buy |
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|
2018
Q4 | $394K | Buy |
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|
2018
Q3 | $465 | Buy |
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|
2018
Q2 | $456 | Hold |
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|
2018
Q1 | $445 | Buy |
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|
2017
Q4 | $452K | Hold |
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|
2017
Q3 | $431K | Sell |
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|
2017
Q2 | $435K | Hold |
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|
2017
Q1 | $429K | Sell |
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|
2016
Q4 | $589K | Sell |
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|
2016
Q3 | $565K | Hold |
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|
2016
Q2 | $546K | Buy |
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