Blue Trust Inc’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
Q3 | $224K | Sell |
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|
2025
Q2 | $298K | Buy |
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|
2025
Q1 | $134K | Sell |
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|
2024
Q4 | $211K | Buy |
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|
2024
Q3 | $131K | Buy |
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|
2024
Q2 | $111K | Hold |
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|
2024
Q1 | $111K | Sell |
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|
2023
Q4 | $147K | Buy |
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|
2023
Q3 | $84K | Hold |
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|
2023
Q2 | $81K | Buy |
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|
2023
Q1 | $80K | Sell |
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|
2022
Q4 | $116K | Buy |
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|
2022
Q3 | $112K | Sell |
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|
2022
Q2 | $142K | Buy |
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