Transamerica Financial Advisors’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
Q1 | – | Sell |
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|
2023
Q4 | $1K | Hold |
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|
2023
Q3 | $1K | Hold |
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|
2023
Q2 | $1K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $455K | Buy |
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|
2018
Q3 | $1K | Sell |
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|
2018
Q2 | $1K | Hold |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $1K | Sell |
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|
2017
Q1 | $1.32M | Buy |
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|
2016
Q4 | $799K | Buy |
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|
2016
Q3 | $369K | Sell |
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|
2016
Q2 | $1.22M | Buy |
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|
2016
Q1 | $317K | Buy |
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|
2015
Q4 | $1K | Hold |
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|
2015
Q3 | $1K | Sell |
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|
2015
Q2 | $1K | Sell |
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|
2015
Q1 | $369K | Buy |
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|
2014
Q4 | $1K | Sell |
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|
2014
Q3 | $818K | Sell |
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|
2014
Q2 | $1.91M | Buy |
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|
2014
Q1 | $601K | Buy |
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|
2013
Q4 | $224K | Buy |
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|
2013
Q3 | $170K | Sell |
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|
2013
Q2 | $178K | Buy |
|