Tucker Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $9.7K | Buy |
75
+15
| +25% | +$1.94K | ﹤0.01% | 773 |
|
|
2024
Q3 | $7.94K | Buy |
60
+16
| +36% | +$2.12K | ﹤0.01% | 772 |
|
|
2024
Q2 | $5.31K | Sell |
44
-48
| -52% | -$5.8K | ﹤0.01% | 1035 |
|
|
2024
Q1 | $11.5K | Hold |
92
| – | – | ﹤0.01% | 813 |
|
|
2023
Q4 | $10.7K | Buy |
92
+75
| +441% | +$8.72K | ﹤0.01% | 671 |
|
|
2023
Q3 | $1.77K | Hold |
17
| – | – | ﹤0.01% | 1067 |
|
|
2023
Q2 | $1.87K | Sell |
17
-265
| -94% | -$29.1K | ﹤0.01% | 874 |
|
|
2023
Q1 | $29.9K | Buy |
282
+265
| +1,559% | +$28.1K | 0.01% | 336 |
|
|
2022
Q4 | $1.8K | Hold |
17
| – | – | ﹤0.01% | 568 |
|
|
2022
Q3 | $1.79K | Hold |
17
| – | – | ﹤0.01% | 578 |
|
|
2022
Q2 | $1.73K | Sell |
17
-42
| -71% | -$4.27K | ﹤0.01% | 465 |
|
|
2022
Q1 | $7.06K | Buy |
59
+29
| +97% | +$3.47K | ﹤0.01% | 277 |
|
|
2021
Q4 | $3.67K | Hold |
30
| – | – | ﹤0.01% | 334 |
|
|
2021
Q3 | $3.58K | Buy |
+30
| New | +$3.58K | ﹤0.01% | 270 |
|