Affinity Capital 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
Q3 | $1.55M | Hold |
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|
2025
Q2 | $1.46M | Hold |
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|
2025
Q1 | $1.3M | Sell |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.52M | Hold |
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|
2024
Q2 | $1.39M | Hold |
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|
2024
Q1 | $1.44M | Hold |
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|
2023
Q4 | $1.34M | Hold |
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|
2023
Q3 | $1.2M | Sell |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.29M | Hold |
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|
2022
Q3 | $1.18M | Hold |
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|
2022
Q2 | $1.24M | Hold |
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|
2022
Q1 | $1.47M | Buy |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.37M | Sell |
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|
2021
Q2 | $1.48M | Sell |
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|
2021
Q1 | $1.43M | Sell |
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|
2020
Q4 | $1.37M | Sell |
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|
2020
Q3 | $1.26M | Sell |
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|
2020
Q2 | $1.47M | Hold |
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|
2020
Q1 | $1.35M | Sell |
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|
2019
Q4 | $1.95M | Buy |
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