Badgley Phelps Wealth Managers’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 | $23.5M | Buy |
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|
2025
Q2 | $22M | Buy |
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|
2025
Q1 | $20.6M | Buy |
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|
2024
Q4 | $20.7M | Buy |
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|
2024
Q3 | $20.9M | Buy |
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|
2024
Q2 | $18.8M | Buy |
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|
2024
Q1 | $19.5M | Buy |
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|
2023
Q4 | $17.3M | Buy |
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|
2023
Q3 | $14.9M | Buy |
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|
2023
Q2 | $12.6M | Buy |
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|
2023
Q1 | $11.6M | Buy |
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|
2022
Q4 | $10.8M | Sell |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $9.66M | Buy |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $1.59M | Buy |
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|
2021
Q3 | $1.46M | Buy |
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