West Branch Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-135
| Closed | -$14.2K | – | 461 |
|
|
2022
Q4 | $14.2K | Hold |
135
| – | – | 0.01% | 255 |
|
|
2022
Q3 | $13K | Sell |
135
-134
| -50% | -$12.9K | 0.01% | 259 |
|
|
2022
Q2 | $27K | Sell |
269
-135
| -33% | -$13.6K | 0.02% | 207 |
|
|
2022
Q1 | $48K | Hold |
404
| – | – | 0.02% | 188 |
|
|
2021
Q4 | $49K | Hold |
404
| – | – | 0.02% | 198 |
|
|
2021
Q3 | $46K | Hold |
404
| – | – | 0.02% | 192 |
|
|
2021
Q2 | $46K | Buy |
+404
| New | +$46K | 0.02% | 201 |
|