Baltimore-Washington Financial 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
Q2 | $965K | Sell |
|
|||||
|
2025
Q1 | $944K | Buy |
|
|||||
|
2024
Q4 | $962K | Buy |
|
|||||
|
2024
Q3 | $983K | Sell |
|
|||||
|
2024
Q2 | $911K | Buy |
|
|||||
|
2024
Q1 | $945K | Sell |
|
|||||
|
2023
Q4 | $918K | Sell |
|
|||||
|
2023
Q3 | $825K | Sell |
|
|||||
|
2023
Q2 | $971K | Sell |
|
|||||
|
2023
Q1 | $1.63M | Sell |
|
|||||
|
2022
Q4 | $1.64M | Sell |
|
|||||
|
2022
Q3 | $1.72M | Sell |
|
|||||
|
2022
Q2 | $1.84M | Sell |
|
|||||
|
2022
Q1 | $2.11M | Buy |
|
|||||
|
2021
Q4 | $2.21M | Sell |
|
|||||
|
2021
Q3 | $2.18M | Buy |
|
|||||
|
2021
Q2 | $2.21M | Sell |
|
|||||
|
2021
Q1 | $2.1M | Sell |
|
|||||
|
2020
Q4 | $1.9M | Sell |
|
|||||
|
2020
Q3 | $1.68M | Sell |
|
|||||
|
2020
Q2 | $1.65M | Sell |
|
|||||
|
2020
Q1 | $1.41M | Sell |
|
|||||
|
2019
Q4 | $2.16M | Buy |
|
|||||
|
2019
Q3 | $1.85M | Sell |
|
|||||
|
2019
Q2 | $1.87M | Sell |
|
|||||
|
2019
Q1 | $1.82M | Sell |
|
|||||
|
2018
Q4 | $1.65M | Sell |
|
|||||
|
2018
Q3 | $1.97M | Buy |
|
|||||
|
2018
Q2 | $1.9M | Sell |
|
|||||
|
2018
Q1 | $1.92M | Buy |
|
|||||
|
2017
Q4 | $1.81M | Sell |
|
|||||
|
2017
Q3 | $1.86M | Buy |
|
|||||
|
2017
Q2 | $1.62M | Buy |
|
|||||
|
2017
Q1 | $1.43M | Buy |
|
|||||
|
2016
Q4 | $874K | Buy |
|
|||||
|
2016
Q3 | $720K | Buy |
|
|||||
|
2016
Q2 | $610K | Buy |
|
|||||
|
2016
Q1 | $561K | Buy |
|
|||||
|
2015
Q4 | $513K | Sell |
|
|||||
|
2015
Q3 | $685K | Buy |
|
|||||
|
2015
Q2 | $751K | Sell |
|
|||||
|
2015
Q1 | $796K | Buy |
|
|||||
|
2014
Q4 | $771K | Buy |
|
|||||
|
2014
Q3 | $480K | Buy |
|
|||||
|
2014
Q2 | $448K | Buy |
|
|||||
|
2014
Q1 | $352K | Buy |
|
|||||
|
2013
Q4 | $240K | Buy |
|
|||||
|
2013
Q3 | $203K | Sell |
|
|||||
|
2013
Q2 | $207K | Buy |
|