Viridian RIA’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
2022
Q1
Sell
2021
Q4
$1.66M Buy
2021
Q3
Hold
2021
Q2
Hold
2021
Q1
Sell
2020
Q4
$1.14M Hold
2020
Q3
$950K Hold
2020
Q2
$899K Hold
2020
Q1
$753K Hold
2019
Q4
$1.11M Hold
2019
Q3
$1.05M Hold
2019
Q2
$1.01M Hold
2019
Q1
$1.02M Hold
2018
Q4
$897K Hold
2018
Q3
$1.06M Buy