BA
Bristlecone Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Hold |
1,291
| – | – | 0.01% | 222 |
|
|
2025
Q1 | $163K | Hold |
1,291
| – | – | 0.01% | 281 |
|
|
2024
Q4 | $167K | Hold |
1,291
| – | – | 0.01% | 281 |
|
|
2024
Q3 | $171K | Hold |
1,291
| – | – | 0.01% | 284 |
|
|
2024
Q2 | $156K | Buy |
+1,291
| New | +$156K | 0.01% | 281 |
|
|
2023
Q3 | – | Sell |
-1,291
| Closed | -$142K | – | 270 |
|
|
2023
Q2 | $142K | Hold |
1,291
| – | – | 0.01% | 268 |
|
|
2023
Q1 | $137K | Buy |
+1,291
| New | +$137K | 0.02% | 268 |
|
|
2020
Q4 | – | Sell |
-1,291
| Closed | -$104K | – | 202 |
|
|
2020
Q3 | $104K | Buy |
+1,291
| New | +$104K | 0.02% | 191 |
|
|
2017
Q4 | – | Sell |
-1,422
| Closed | -$121K | – | 210 |
|
|
2017
Q3 | $121K | Buy |
+1,422
| New | +$121K | 0.04% | 160 |
|