TRUADVICE’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-11,480
| Closed | -$1.32M | – | 205 |
|
2021
Q2 | $1.32M | Buy |
11,480
+9,149
| +392% | +$1.05M | 0.29% | 84 |
|
2021
Q1 | $269K | Sell |
2,331
-631
| -21% | -$72.8K | 0.08% | 218 |
|
2020
Q4 | $288K | Buy |
2,962
+262
| +10% | +$25.5K | 0.09% | 205 |
|
2020
Q3 | $229K | Buy |
+2,700
| New | +$229K | 0.09% | 186 |
|