WWA
WC Walker & Associates’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $468K | Hold |
4,229
| – | – | 0.25% | 57 |
|
|
2022
Q3 | $435K | Hold |
4,229
| – | – | 0.25% | 56 |
|
|
2022
Q2 | $434K | Hold |
4,229
| – | – | 0.26% | 49 |
|
|
2022
Q1 | $504K | Hold |
4,229
| – | – | 0.26% | 49 |
|
|
2021
Q4 | $516K | Hold |
4,229
| – | – | 0.26% | 48 |
|
|
2021
Q3 | $479K | Sell |
4,229
-338
| -7% | -$38.3K | 0.26% | 50 |
|
|
2021
Q2 | $530K | Hold |
4,567
| – | – | 0.28% | 49 |
|
|
2021
Q1 | $509K | Sell |
4,567
-2,281
| -33% | -$254K | 0.29% | 48 |
|
|
2020
Q4 | $720K | Buy |
+6,848
| New | +$720K | 0.41% | 44 |
|