Whitnell & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $46K | Hold |
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|
2019
Q3 | $44K | Sell |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $41K | Hold |
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|
2018
Q3 | $49K | Hold |
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|
2018
Q2 | $48K | Sell |
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|
2018
Q1 | $51K | Hold |
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|
2017
Q4 | $53K | Hold |
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|
2017
Q3 | $51K | Hold |
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|
2017
Q2 | $50K | Hold |
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|
2017
Q1 | $49K | Hold |
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|
2016
Q4 | $48K | Hold |
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|
2016
Q3 | $46K | Sell |
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|
2016
Q2 | $65K | Buy |
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