WAM
Worth Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-92
| Closed | -$10.1K | – | 251 |
|
|
2023
Q2 | $10.1K | Hold |
92
| – | – | 0.01% | 305 |
|
|
2023
Q1 | $9.77K | Hold |
92
| – | – | 0.01% | 322 |
|
|
2022
Q4 | $9.69K | Hold |
92
| – | – | 0.01% | 309 |
|
|
2022
Q3 | $9K | Sell |
92
-243
| -73% | -$23.8K | 0.01% | 281 |
|
|
2022
Q2 | $34K | Buy |
335
+92
| +38% | +$9.34K | 0.02% | 243 |
|
|
2022
Q1 | $26K | Buy |
+243
| New | +$26K | 0.02% | 276 |
|