V Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $367K | Sell |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $366K | Buy |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $352K | Hold |
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|
2022
Q1 | $414K | Hold |
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|
2021
Q4 | $424K | Hold |
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|
2021
Q3 | $392K | Hold |
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|
2021
Q2 | $397K | Sell |
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|
2021
Q1 | $406K | Sell |
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|
2020
Q4 | $375K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $295K | Sell |
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|
2020
Q1 | $270K | Buy |
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|
2019
Q4 | $338K | Hold |
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|
2019
Q3 | $338K | Buy |
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|
2019
Q2 | $330K | Buy |
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|
2019
Q1 | $314K | Sell |
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|
2018
Q4 | $282K | Buy |
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|
2018
Q3 | $307K | Sell |
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|
2018
Q2 | $307K | Buy |
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|
2018
Q1 | $271K | Buy |
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|
2017
Q4 | $260K | Buy |
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|
2017
Q3 | $205K | Hold |
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|
2017
Q2 | $200K | Sell |
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|
2017
Q1 | $220K | Sell |
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|
2016
Q4 | $393K | Buy |
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|
2016
Q3 | $373K | Sell |
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|
2016
Q2 | $2.45M | Sell |
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|
2016
Q1 | $2.53M | Buy |
|