Bartlett & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $11.8M | Sell |
|
|||||
|
2023
Q3 | $12.8M | Buy |
|
|||||
|
2023
Q2 | $13M | Buy |
|
|||||
|
2023
Q1 | $11.9M | Buy |
|
|||||
|
2022
Q4 | $10.8M | Buy |
|
|||||
|
2022
Q3 | $9.24M | Sell |
|
|||||
|
2022
Q2 | $10.6M | Buy |
|
|||||
|
2022
Q1 | $11.9M | Buy |
|
|||||
|
2021
Q4 | $11.1M | Buy |
|
|||||
|
2021
Q3 | $9.99M | Buy |
|
|||||
|
2021
Q2 | $9.55M | Buy |
|
|||||
|
2021
Q1 | $8.83M | Buy |
|
|||||
|
2020
Q4 | $7.45M | Buy |
|
|||||
|
2020
Q3 | $5.92M | Buy |
|
|||||
|
2020
Q2 | $5.24M | Buy |
|
|||||
|
2020
Q1 | $4.29M | Buy |
|
|||||
|
2019
Q3 | $4.86M | Buy |
|
|||||
|
2019
Q2 | $4.79M | Buy |
|
|||||
|
2019
Q1 | $4.5M | Buy |
|
|||||
|
2018
Q4 | $3.89M | Buy |
|
|||||
|
2018
Q3 | $3.96M | Buy |
|
|||||
|
2018
Q2 | $3.28M | Buy |
|
|||||
|
2018
Q1 | $2.91M | Buy |
|
|||||
|
2017
Q4 | $2.73M | Buy |
|
|||||
|
2017
Q3 | $2.39M | Buy |
|
|||||
|
2017
Q2 | $1.51M | Buy |
|
|||||
|
2017
Q1 | $857K | Buy |
|
|||||
|
2016
Q4 | $301K | Buy |
|
|||||
|
2016
Q3 | $87K | Buy |
|
|||||
|
2016
Q2 | $33K | Buy |
|
|||||
|
2016
Q1 | $21K | Buy |
|
|||||
|
2015
Q4 | $5K | Buy |
|