Wintrust Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $209K | Buy |
1,622
+150
| +10% | +$19.3K | 0.18% | 91 |
|
|
2024
Q3 | $194K | Sell |
1,472
-12,744
| -90% | -$1.68M | 0.14% | 133 |
|
|
2024
Q2 | $1.72M | Buy |
14,216
+289
| +2% | +$34.9K | 0.14% | 136 |
|
|
2024
Q1 | $1.75M | Buy |
13,927
+206
| +2% | +$25.8K | 0.15% | 136 |
|
|
2023
Q4 | $1.6M | Sell |
13,721
-324
| -2% | -$37.7K | 0.15% | 134 |
|
|
2023
Q3 | $1.47M | Sell |
14,045
-53
| -0.4% | -$5.53K | 0.15% | 134 |
|
|
2023
Q2 | $1.55M | Buy |
14,098
+1,033
| +8% | +$114K | 0.16% | 129 |
|
|
2023
Q1 | $1.39M | Buy |
13,065
+1,858
| +17% | +$197K | 0.18% | 108 |
|
|
2022
Q4 | $1.18M | Buy |
+11,207
| New | +$1.18M | 0.15% | 124 |
|