Atwood & Palmer’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 | $5.59K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $34K | Hold |
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|
2018
Q4 | $30K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $29K | Hold |
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|
2016
Q3 | $28K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $92K | Buy |
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|
2015
Q3 | $82K | Sell |
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|
2015
Q2 | $94K | Hold |
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|
2015
Q1 | $96K | Hold |
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|
2014
Q4 | $94K | Hold |
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|
2014
Q3 | $89K | Hold |
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|
2014
Q2 | $92K | Buy |
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