VitalStone Financial’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
Q3 | $62.8K | Hold |
475
| – | – | 0.04% | 162 |
|
|
2024
Q2 | $57.4K | Sell |
475
-20
| -4% | -$2.42K | 0.04% | 163 |
|
|
2024
Q1 | $62K | Hold |
495
| – | – | 0.05% | 160 |
|
|
2023
Q4 | $58K | Hold |
495
| – | – | 0.05% | 144 |
|
|
2023
Q3 | $51K | Sell |
495
-37
| -7% | -$3.81K | 0.04% | 130 |
|
|
2023
Q2 | $56K | Hold |
532
| – | – | 0.03% | 320 |
|
|
2023
Q1 | $65K | Hold |
532
| – | – | 0.05% | 96 |
|
|
2022
Q4 | $56K | Buy |
+532
| New | +$56K | 0.04% | 146 |
|