Verus Capital Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,679
| Closed | -$257K | – | 284 |
|
|
2022
Q3 | $257K | Buy |
2,679
+24
| +0.9% | +$2.3K | 0.05% | 222 |
|
|
2022
Q2 | $270K | Sell |
2,655
-7,430
| -74% | -$756K | 0.05% | 231 |
|
|
2022
Q1 | $1.21M | Buy |
+10,085
| New | +$1.21M | 0.19% | 92 |
|
|
2020
Q1 | $1K | Buy |
22
+2
| +10% | +$91 | ﹤0.01% | 1400 |
|
|
2019
Q4 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 1421 |
|