Belpointe Asset Management’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 | $959K | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $332K | Sell |
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|
2024
Q3 | $362K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $322K | Sell |
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|
2022
Q4 | $629K | Buy |
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|
2022
Q3 | $489K | Buy |
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|
2022
Q2 | $426K | Buy |
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | $346K | Sell |
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|
2021
Q2 | $398K | Buy |
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|
2021
Q1 | $258K | Sell |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $109K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $135K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $112K | Sell |
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|
2018
Q3 | $137K | Buy |
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