Annex Advisory Services’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 | $593K | Sell |
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|
2025
Q2 | $648K | Buy |
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|
2025
Q1 | $488K | Sell |
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|
2024
Q4 | $514K | Buy |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $297K | Sell |
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|
2024
Q1 | $332K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $206K | Sell |
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|
2014
Q4 | $219K | Buy |
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|
2014
Q3 | $208K | Sell |
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|
2014
Q2 | $228K | Buy |
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|
2014
Q1 | $215K | Buy |
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|
2013
Q4 | $205K | Buy |
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