Bell Investment Advisors’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 | $793 | Hold |
6
| – | – | ﹤0.01% | 1657 |
|
|
2025
Q1 | $756 | Hold |
6
| – | – | ﹤0.01% | 1644 |
|
|
2024
Q4 | $777 | Hold |
6
| – | – | ﹤0.01% | 1660 |
|
|
2024
Q3 | $794 | Hold |
6
| – | – | ﹤0.01% | 1663 |
|
|
2024
Q2 | $725 | Hold |
6
| – | – | ﹤0.01% | 1689 |
|
|
2024
Q1 | $752 | Hold |
6
| – | – | ﹤0.01% | 1682 |
|
|
2023
Q4 | $698 | Hold |
6
| – | – | ﹤0.01% | 1699 |
|
|
2023
Q3 | $627 | Hold |
6
| – | – | ﹤0.01% | 1703 |
|
|
2023
Q2 | $660 | Hold |
6
| – | – | ﹤0.01% | 1713 |
|
|
2023
Q1 | $638 | Hold |
6
| – | – | ﹤0.01% | 1715 |
|
|
2022
Q4 | $632 | Hold |
6
| – | – | ﹤0.01% | 1714 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 1451 |
|
|
2022
Q2 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1471 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 1479 |
|
|
2021
Q3 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 1425 |
|