Benjamin F. Edwards & Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.04M | Sell |
|
|||||
|
2024
Q1 | $1.12M | Sell |
|
|||||
|
2023
Q4 | $1.61M | Sell |
|
|||||
|
2023
Q3 | $1.56M | Buy |
|
|||||
|
2023
Q2 | $1.46M | Buy |
|
|||||
|
2023
Q1 | $1.38M | Sell |
|
|||||
|
2022
Q4 | $1.43M | Sell |
|
|||||
|
2022
Q3 | $1.44M | Buy |
|
|||||
|
2022
Q2 | $785K | Buy |
|
|||||
|
2022
Q1 | $899K | Buy |
|
|||||
|
2021
Q4 | $657K | Buy |
|
|||||
|
2021
Q3 | $590K | Sell |
|
|||||
|
2021
Q2 | $607K | Sell |
|
|||||
|
2021
Q1 | $581K | Buy |
|
|||||
|
2020
Q4 | $406K | Buy |
|
|||||
|
2020
Q3 | $336K | Buy |
|
|||||
|
2020
Q2 | $318K | Buy |
|
|||||
|
2020
Q1 | $59K | Sell |
|
|||||
|
2019
Q4 | $112K | Buy |
|
|||||
|
2019
Q3 | $70K | Buy |
|
|||||
|
2019
Q2 | $65K | Buy |
|
|||||
|
2019
Q1 | $37K | Hold |
|
|||||
|
2018
Q4 | $33K | Hold |
|
|||||
|
2018
Q3 | $39K | Hold |
|
|||||
|
2018
Q2 | $38K | Sell |
|
|||||
|
2018
Q1 | $48K | Sell |
|
|||||
|
2017
Q4 | $179K | Buy |
|
|||||
|
2017
Q3 | $141K | Sell |
|
|||||
|
2017
Q2 | $8.79M | Sell |
|
|||||
|
2017
Q1 | $18M | Buy |
|
|||||
|
2016
Q4 | $12K | Hold |
|
|||||
|
2016
Q3 | $12K | Hold |
|
|||||
|
2016
Q2 | $11K | Hold |
|
|||||
|
2016
Q1 | $11K | Hold |
|
|||||
|
2015
Q4 | $10K | Hold |
|
|||||
|
2015
Q3 | $10K | Hold |
|
|||||
|
2015
Q2 | $11K | Hold |
|
|||||
|
2015
Q1 | $11K | Hold |
|
|||||
|
2014
Q4 | $11K | Hold |
|
|||||
|
2014
Q3 | $11K | Hold |
|
|||||
|
2014
Q2 | $11K | Hold |
|
|||||
|
2014
Q1 | $10K | Hold |
|
|||||
|
2013
Q4 | $10K | Hold |
|
|||||
|
2013
Q3 | $9K | Buy |
|