SIS
SVB Investment Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-710
| Closed | -$69K | – | 47 |
|
|
2020
Q4 | $69K | Hold |
710
| – | – | 0.05% | 50 |
|
|
2020
Q3 | $57K | Hold |
710
| – | – | 0.05% | 48 |
|
|
2020
Q2 | $54K | Hold |
710
| – | – | 0.05% | 47 |
|
|
2020
Q1 | $45K | Sell |
710
-987
| -58% | -$62.6K | 0.04% | 42 |
|
|
2019
Q4 | $161K | Buy |
+1,697
| New | +$161K | 0.15% | 37 |
|