Becker Capital Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $331K | Buy |
2,505
+1
| +0% | +$132 | 0.01% | 241 |
|
|
2025
Q1 | $315K | Sell |
2,504
-94
| -4% | -$11.8K | 0.01% | 233 |
|
|
2024
Q4 | $336K | Sell |
2,598
-282
| -10% | -$36.5K | 0.01% | 229 |
|
|
2024
Q3 | $381K | Buy |
2,880
+285
| +11% | +$37.7K | 0.01% | 226 |
|
|
2024
Q2 | $313K | Buy |
2,595
+1
| +0% | +$121 | 0.01% | 231 |
|
|
2024
Q1 | $325K | Buy |
2,594
+1
| +0% | +$125 | 0.01% | 226 |
|
|
2023
Q4 | $302K | Buy |
2,593
+1
| +0% | +$116 | 0.01% | 229 |
|
|
2023
Q3 | $272K | Buy |
2,592
+621
| +32% | +$65.2K | 0.01% | 237 |
|
|
2023
Q2 | $216K | Sell |
1,971
-90
| -4% | -$9.89K | 0.01% | 265 |
|
|
2023
Q1 | $219K | Buy |
+2,061
| New | +$219K | 0.01% | 248 |
|