Williams Jones Wealth Management’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
2019
Q4
Sell
-3,146
Closed -$282K 457
2019
Q3
$282K Buy
+3,146
New +$282K 0.01% 354