Winslow Evans & Crocker’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $64K | Buy |
+661
| New | +$64K | 0.01% | 539 |
|
|
2017
Q3 | – | Sell |
-661
| Closed | -$55.6K | – | 1192 |
|
|
2017
Q2 | $55.6K | Sell |
661
-1
| -0.2% | -$84 | 0.02% | 537 |
|
|
2017
Q1 | $54.9K | Hold |
662
| – | – | 0.02% | 516 |
|
|
2016
Q4 | $53.2K | Hold |
662
| – | – | 0.02% | 525 |
|
|
2016
Q3 | $50.7K | Buy |
662
+550
| +491% | +$42.2K | 0.01% | 537 |
|
|
2016
Q2 | $8.25K | Buy |
112
+1
| +0.9% | +$74 | ﹤0.01% | 928 |
|
|
2016
Q1 | $7.87K | Sell |
111
-1
| -0.9% | -$71 | ﹤0.01% | 935 |
|
|
2015
Q4 | $7.62K | Hold |
112
| – | – | ﹤0.01% | 971 |
|
|
2015
Q3 | $7.45K | Hold |
112
| – | – | ﹤0.01% | 954 |
|
|
2015
Q2 | $8.19K | Hold |
112
| – | – | ﹤0.01% | 976 |
|
|
2015
Q1 | $8.35K | Hold |
112
| – | – | ﹤0.01% | 929 |
|
|
2014
Q4 | $8.19K | Hold |
112
| – | – | ﹤0.01% | 933 |
|
|
2014
Q3 | $7.77K | Buy |
112
+1
| +0.9% | +$69 | ﹤0.01% | 954 |
|
|
2014
Q2 | $8.06K | Hold |
111
| – | – | ﹤0.01% | 903 |
|
|
2014
Q1 | $7.63K | Hold |
111
| – | – | ﹤0.01% | 916 |
|
|
2013
Q4 | $7K | Buy |
+111
| New | +$7K | ﹤0.01% | 1029 |
|