THWM
Taylor Hoffman Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-375
| Closed | -$29K | – | 242 |
|
|
2020
Q2 | $29K | Buy |
+375
| New | +$29K | 0.02% | 229 |
|
|
2020
Q1 | – | Sell |
-375
| Closed | -$36K | – | 246 |
|
|
2019
Q4 | $36K | Hold |
375
| – | – | 0.02% | 233 |
|
|
2019
Q3 | $34K | Hold |
375
| – | – | 0.02% | 232 |
|
|
2019
Q2 | $33K | Hold |
375
| – | – | 0.03% | 220 |
|
|
2019
Q1 | $33K | Hold |
375
| – | – | 0.02% | 221 |
|
|
2018
Q4 | $29K | Hold |
375
| – | – | 0.03% | 213 |
|
|
2018
Q3 | $34K | Hold |
375
| – | – | 0.03% | 210 |
|
|
2018
Q2 | $33K | Hold |
375
| – | – | 0.03% | 201 |
|
|
2018
Q1 | $32K | Hold |
375
| – | – | 0.03% | 211 |
|
|
2017
Q4 | $33K | Buy |
+375
| New | +$33K | 0.03% | 214 |
|