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Tiedemann Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,377
| Closed | -$643K | – | 274 |
|
|
2022
Q1 | $643K | Buy |
5,377
+35
| +0.7% | +$4.19K | 0.03% | 169 |
|
|
2021
Q4 | $654K | Hold |
5,342
| – | – | 0.03% | 168 |
|
|
2021
Q3 | $605K | Hold |
5,342
| – | – | 0.03% | 175 |
|
|
2021
Q2 | $614K | Hold |
5,342
| – | – | 0.02% | 215 |
|
|
2021
Q1 | $583K | Buy |
+5,342
| New | +$583K | 0.03% | 202 |
|
|
2019
Q2 | – | Sell |
-2,576
| Closed | -$223K | – | 362 |
|
|
2019
Q1 | $223K | Buy |
+2,576
| New | +$223K | 0.01% | 405 |
|