Bragg Financial 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
Q3 | $603K | Hold |
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|
2025
Q2 | $570K | Buy |
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|
2025
Q1 | $534K | Sell |
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|
2024
Q4 | $584K | Sell |
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|
2024
Q3 | $625K | Sell |
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|
2024
Q2 | $726K | Sell |
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|
2024
Q1 | $766K | Hold |
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|
2023
Q4 | $711K | Buy |
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|
2023
Q3 | $624K | Sell |
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|
2023
Q2 | $687K | Hold |
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|
2023
Q1 | $664K | Sell |
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|
2022
Q4 | $669K | Buy |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $712K | Buy |
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|
2022
Q1 | $649K | Buy |
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|
2021
Q4 | $360K | Hold |
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|
2021
Q3 | $360K | Sell |
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|
2021
Q2 | $379K | Hold |
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|
2021
Q1 | $361K | Buy |
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