Bristlecone 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
Q2 | $171K | Hold |
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|
2025
Q1 | $163K | Hold |
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|
2024
Q4 | $167K | Hold |
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|
2024
Q3 | $171K | Hold |
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|
2024
Q2 | $156K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $142K | Hold |
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|
2023
Q1 | $137K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $104K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $121K | Buy |
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