Wisconsin Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $432K | Hold |
5,855
| – | – | 0.15% | 96 |
|
|
2014
Q3 | $410K | Hold |
5,855
| – | – | 0.15% | 89 |
|
|
2014
Q2 | $425K | Hold |
5,855
| – | – | 0.16% | 89 |
|
|
2014
Q1 | $402K | Sell |
5,855
-200
| -3% | -$13.7K | 0.15% | 87 |
|
|
2013
Q4 | $398K | Hold |
6,055
| – | – | 0.16% | 82 |
|
|
2013
Q3 | $369K | Hold |
6,055
| – | – | 0.16% | 81 |
|
|
2013
Q2 | $351K | Buy |
+6,055
| New | +$351K | 0.15% | 78 |
|