Atticus 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 | $498K | Buy |
|
|||||
|
2025
Q1 | $466K | Sell |
|
|||||
|
2024
Q4 | $487K | Buy |
|
|||||
|
2024
Q3 | $497K | Buy |
|
|||||
|
2024
Q2 | $367K | Sell |
|
|||||
|
2024
Q1 | $436K | Sell |
|
|||||
|
2023
Q4 | $419K | Sell |
|
|||||
|
2023
Q3 | $388K | Hold |
|
|||||
|
2023
Q2 | $409K | Sell |
|
|||||
|
2023
Q1 | $399K | Sell |
|
|||||
|
2022
Q4 | $462K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $513K | Sell |
|
|||||
|
2022
Q1 | $616K | Buy |
|
|||||
|
2021
Q4 | $629K | Buy |
|
|||||
|
2021
Q3 | $579K | Sell |
|
|||||
|
2021
Q2 | $609K | Buy |
|
|||||
|
2021
Q1 | $577K | Sell |
|
|||||
|
2020
Q4 | $631K | Sell |
|
|||||
|
2020
Q3 | $576K | Sell |
|
|||||
|
2020
Q2 | $601K | Sell |
|
|||||
|
2020
Q1 | $903K | Sell |
|
|||||
|
2019
Q4 | $1.81M | Buy |
|