Acima Private Wealth’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
Q2 | $342K | Hold |
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|
2025
Q1 | $326K | Hold |
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|
2024
Q4 | $334K | Hold |
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|
2024
Q3 | $342K | Hold |
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|
2024
Q2 | $312K | Hold |
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|
2024
Q1 | $324K | Hold |
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|
2023
Q4 | $301K | Sell |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $375K | Hold |
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|
2023
Q1 | $362K | Hold |
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|
2022
Q4 | $359K | Hold |
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|
2022
Q3 | $328K | Hold |
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|
2022
Q2 | $346K | Hold |
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|
2022
Q1 | $408K | Hold |
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|
2021
Q4 | $417K | Hold |
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|
2021
Q3 | $386K | Hold |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $373K | Hold |
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|
2020
Q4 | $331K | Hold |
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|
2020
Q3 | $276K | Hold |
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|
2020
Q2 | $261K | Hold |
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|
2020
Q1 | $219K | Hold |
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|
2019
Q4 | $323K | Hold |
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|
2019
Q3 | $305K | Hold |
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|
2019
Q2 | $304K | Hold |
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|
2019
Q1 | $296K | Hold |
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|
2018
Q4 | $260K | Buy |
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