Bridgewater 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 | $390K | Buy |
2,854
+1
| +0% | +$137 | 0.03% | 295 |
|
|
2025
Q1 | $351K | Buy |
+2,853
| New | +$351K | 0.03% | 296 |
|
|
2022
Q3 | – | Sell |
-2,466
| Closed | -$250K | – | 176 |
|
|
2022
Q2 | $250K | Sell |
2,466
-42
| -2% | -$4.26K | 0.05% | 199 |
|
|
2022
Q1 | $300K | Hold |
2,508
| – | – | 0.07% | 190 |
|
|
2021
Q4 | $307K | Sell |
2,508
-14
| -0.6% | -$1.71K | 0.07% | 190 |
|
|
2021
Q3 | $286K | Buy |
2,522
+16
| +0.6% | +$1.81K | 0.08% | 195 |
|
|
2021
Q2 | $288K | Buy |
+2,506
| New | +$288K | 0.09% | 190 |
|