Strategic Wealth Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-199
| Closed | -$17K | – | 783 |
|
|
2019
Q1 | $17K | Hold |
199
| – | – | 0.01% | 396 |
|
|
2018
Q4 | $16K | Hold |
199
| – | – | 0.01% | 373 |
|
|
2018
Q3 | $18K | Hold |
199
| – | – | 0.01% | 361 |
|
|
2018
Q2 | $18K | Sell |
199
-29
| -13% | -$2.62K | 0.01% | 425 |
|
|
2018
Q1 | $20K | Hold |
228
| – | – | 0.01% | 357 |
|
|
2017
Q4 | $20K | Buy |
+228
| New | +$20K | 0.01% | 354 |
|