Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $135K | Hold |
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|
2024
Q3 | $138K | Hold |
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|
2024
Q2 | $126K | Hold |
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|
2024
Q1 | $131K | Hold |
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|
2023
Q4 | $121K | Hold |
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|
2023
Q3 | $109K | Hold |
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|
2023
Q2 | $115K | Hold |
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|
2023
Q1 | $111K | Hold |
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|
2022
Q4 | $110K | Hold |
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|
2022
Q3 | $101K | Hold |
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|
2022
Q2 | $106K | Sell |
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|
2022
Q1 | $130K | Buy |
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|
2021
Q4 | $128K | Hold |
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|
2021
Q3 | $118K | Hold |
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|
2021
Q2 | $120K | Buy |
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|
2021
Q1 | $159 | Sell |
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|
2020
Q4 | $147K | Buy |
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|
2020
Q3 | $84K | Hold |
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|
2020
Q2 | $80K | Hold |
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|
2020
Q1 | $67K | Hold |
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|
2019
Q4 | $99K | Buy |
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