Brookstone Capital Management’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 | $1.24M | Sell |
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|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $613K | Sell |
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|
2024
Q4 | $1.06M | Buy |
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|
2024
Q3 | $985K | Buy |
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|
2024
Q2 | $896K | Buy |
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|
2024
Q1 | $814K | Buy |
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|
2023
Q4 | $717K | Buy |
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|
2023
Q3 | $509K | Sell |
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|
2023
Q2 | $595K | Sell |
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|
2023
Q1 | $670K | Sell |
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|
2022
Q4 | $877K | Sell |
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|
2022
Q3 | $830K | Buy |
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|
2022
Q2 | $880K | Sell |
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|
2022
Q1 | $1.11M | Buy |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $952K | Sell |
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|
2021
Q1 | $3.48M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $359K | Sell |
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|
2020
Q2 | $394K | Sell |
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|
2020
Q1 | $361K | Sell |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $943K | Sell |
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|
2019
Q2 | $967K | Sell |
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|
2019
Q1 | $1.15M | Buy |
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|
2018
Q4 | $900K | Buy |
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|
2018
Q3 | $1.01M | Buy |
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|
2018
Q2 | $992K | Buy |
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|
2018
Q1 | $866K | Sell |
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|
2017
Q4 | $901K | Buy |
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|
2017
Q3 | $509K | Sell |
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|
2017
Q2 | $570K | Buy |
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|
2017
Q1 | $492K | Buy |
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|
2016
Q4 | $279K | Buy |
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