9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $540K | Sell |
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $504K | Hold |
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|
2023
Q4 | $468K | Sell |
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|
2023
Q3 | $434K | Sell |
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|
2023
Q2 | $471K | Buy |
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|
2023
Q1 | $448K | Hold |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $424K | Sell |
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|
2022
Q2 | $465K | Buy |
|
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|
2022
Q1 | $543K | Hold |
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|
2021
Q4 | $556K | Sell |
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|
2021
Q3 | $525K | Buy |
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|
2021
Q2 | $517K | Buy |
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|
2021
Q1 | $489K | Hold |
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|
2020
Q4 | $434K | Buy |
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|
2020
Q3 | $253K | Sell |
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|
2020
Q2 | $239K | Buy |
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|
2020
Q1 | $221K | Hold |
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|
2019
Q4 | $294K | Buy |
|