Brown, Lisle/Cummings’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 | $72.1K | Hold |
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|
2025
Q2 | $68.2K | Hold |
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|
2025
Q1 | $65K | Hold |
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|
2024
Q4 | $66.7K | Hold |
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|
2024
Q3 | $68.2K | Hold |
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|
2024
Q2 | $62.3K | Hold |
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|
2024
Q1 | $64.7K | Hold |
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|
2023
Q4 | $60K | Hold |
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|
2023
Q3 | $53.8K | Hold |
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|
2023
Q2 | $56.7K | Buy |
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|
2023
Q1 | $50.4K | Hold |
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|
2022
Q4 | $50K | Hold |
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|
2022
Q3 | $45.6K | Hold |
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|
2022
Q2 | $48.2K | Hold |
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|
2022
Q1 | $56.8K | Hold |
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|
2021
Q4 | $58.1K | Buy |
|