Asset Dedication LLC’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 | $80.7K | Hold |
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|
2025
Q1 | $77K | Hold |
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|
2024
Q4 | $79K | Hold |
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|
2024
Q3 | $80.8K | Sell |
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|
2024
Q2 | $84.5K | Buy |
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|
2024
Q1 | $64K | Hold |
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|
2023
Q4 | $58K | Hold |
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|
2023
Q3 | $52K | Sell |
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|
2023
Q2 | $58K | Hold |
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|
2023
Q1 | $57K | Hold |
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|
2022
Q4 | $57K | Hold |
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|
2022
Q3 | $51K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $63K | Hold |
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|
2021
Q4 | $65K | Buy |
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|
2021
Q3 | $55K | Buy |
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|
2021
Q2 | $14K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $12K | Sell |
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|
2020
Q3 | $10K | Buy |
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|
2020
Q2 | $6K | Sell |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $26K | Buy |
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|
2019
Q3 | $19K | Hold |
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|
2019
Q2 | $19K | Buy |
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|
2019
Q1 | $7K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $12K | Hold |
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|
2016
Q1 | $11K | Hold |
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|
2015
Q4 | $11K | Buy |
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