AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.3M | Buy |
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|
2025
Q1 | $36.9M | Sell |
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|
2024
Q4 | $39.3M | Buy |
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|
2024
Q3 | $39.3M | Buy |
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|
2024
Q2 | $34.4M | Buy |
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|
2024
Q1 | $35.2M | Sell |
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|
2023
Q4 | $66.8M | Buy |
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|
2023
Q3 | $59.6M | Buy |
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|
2023
Q2 | $61.8M | Sell |
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|
2023
Q1 | $63M | Sell |
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|
2022
Q4 | $62.5M | Sell |
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|
2022
Q3 | $66.6M | Sell |
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|
2022
Q2 | $72.6M | Sell |
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|
2022
Q1 | $96.4M | Buy |
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|
2021
Q4 | $97.2M | Buy |
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|
2021
Q3 | $86.4M | Buy |
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|
2021
Q2 | $83.2M | Sell |
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|
2021
Q1 | $80.3M | Buy |
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|
2020
Q4 | $64.7M | Buy |
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|
2020
Q3 | $51.4M | Sell |
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|
2020
Q2 | $49M | Buy |
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|
2020
Q1 | $36.1M | Sell |
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|
2019
Q4 | $53.7M | Buy |
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|
2019
Q3 | $36.9M | Buy |
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|
2019
Q2 | $36M | Buy |
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|
2019
Q1 | $16.2M | Buy |
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|
2018
Q4 | $589K | Sell |
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|
2018
Q3 | $19.7M | Buy |
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|
2018
Q2 | $15.9M | Buy |
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|
2018
Q1 | $11.8M | Buy |
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|
2017
Q4 | $10M | Buy |
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|
2017
Q3 | $7.5M | Buy |
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|
2017
Q2 | $4.59M | Buy |
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|
2017
Q1 | $3.2M | Buy |
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|
2016
Q4 | $784K | Buy |
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