Bell Investment 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 | $793 | Hold |
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|
2025
Q1 | $756 | Hold |
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|
2024
Q4 | $777 | Hold |
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|
2024
Q3 | $794 | Hold |
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|
2024
Q2 | $725 | Hold |
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|
2024
Q1 | $752 | Hold |
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|
2023
Q4 | $698 | Hold |
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|
2023
Q3 | $627 | Hold |
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|
2023
Q2 | $660 | Hold |
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|
2023
Q1 | $638 | Hold |
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|
2022
Q4 | $632 | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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|
2021
Q4 | $1K | Hold |
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|
2021
Q3 | $1K | Buy |
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