1834 Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $256K | Sell |
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|
2024
Q3 | $263K | Sell |
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|
2024
Q2 | $274K | Hold |
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|
2024
Q1 | $285K | Hold |
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|
2023
Q4 | $264K | Hold |
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|
2023
Q3 | $237K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $241K | Sell |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $208K | Hold |
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|
2022
Q1 | $245K | Sell |
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $279K | Sell |
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|
2021
Q1 | $268K | Sell |
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|
2020
Q4 | $2.58M | Sell |
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|
2020
Q3 | $2.15M | Hold |
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|
2020
Q2 | $2.04M | Buy |
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|
2020
Q1 | $170K | Hold |
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|
2019
Q4 | $252K | Sell |
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|
2019
Q3 | $4.67M | Sell |
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|
2019
Q2 | $4.66M | Sell |
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|
2019
Q1 | $4.56M | Sell |
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|
2018
Q4 | $4.18M | Hold |
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|
2018
Q3 | $4.94M | Hold |
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|
2018
Q2 | $4.84M | Hold |
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|
2018
Q1 | $4.73M | Hold |
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|
2017
Q4 | $4.88M | Sell |
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|
2017
Q3 | $4.66M | Sell |
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|
2017
Q2 | $4.63M | Sell |
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|
2017
Q1 | $4.62M | Sell |
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|
2016
Q4 | $4.49M | Sell |
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|
2016
Q3 | $4.31M | Hold |
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|
2016
Q2 | $4.17M | Buy |
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|
2016
Q1 | $3.66M | Buy |
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|
2015
Q4 | $3.29M | Hold |
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|
2015
Q3 | $3.22M | Sell |
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|
2015
Q2 | $3.6M | Hold |
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|
2015
Q1 | $3.67M | Sell |
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|
2014
Q4 | $3.6M | Hold |
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|
2014
Q3 | $3.42M | Sell |
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|
2014
Q2 | $3.56M | Hold |
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|
2014
Q1 | $3.37M | Hold |
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|
2013
Q4 | $3.22M | Hold |
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|
2013
Q3 | $2.98M | Hold |
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|
2013
Q2 | $2.84M | Buy |
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