Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $249K | Sell |
|
|||||
|
2020
Q2 | $296K | Sell |
|
|||||
|
2020
Q1 | $295K | Buy |
|
|||||
|
2019
Q4 | $435K | Buy |
|
|||||
|
2019
Q3 | $394K | Hold |
|
|||||
|
2019
Q2 | $391K | Buy |
|
|||||
|
2019
Q1 | $381K | Sell |
|
|||||
|
2018
Q4 | $356K | Buy |
|
|||||
|
2018
Q3 | $420K | Sell |
|
|||||
|
2018
Q2 | $442K | Buy |
|
|||||
|
2018
Q1 | $426K | Buy |
|
|||||
|
2017
Q4 | $355K | Buy |
|
|||||
|
2017
Q3 | $257K | Buy |
|
|||||
|
2017
Q2 | $195K | Buy |
|
|||||
|
2017
Q1 | $29K | Sell |
|
|||||
|
2016
Q4 | $30K | Buy |
|
|||||
|
2016
Q3 | $15K | Hold |
|
|||||
|
2016
Q2 | $14K | Hold |
|
|||||
|
2016
Q1 | $14K | Sell |
|
|||||
|
2015
Q4 | $130K | Buy |
|