Arbor Investment 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 | $209K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $323K | Hold |
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|
2024
Q3 | $330K | Hold |
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|
2024
Q2 | $302K | Hold |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $290K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $240K | Hold |
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|
2022
Q2 | $254K | Hold |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $306K | Buy |
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|
2021
Q3 | $282K | Buy |
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|
2021
Q2 | $286K | Sell |
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|
2021
Q1 | $297K | Buy |
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|
2020
Q4 | $263K | Buy |
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|
2020
Q3 | $219K | Buy |
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|
2020
Q2 | $207K | Buy |
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