BTC 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
Q2 | $346K | Hold |
|
|||||
|
2025
Q1 | $330K | Hold |
|
|||||
|
2024
Q4 | $339K | Hold |
|
|||||
|
2024
Q3 | $346K | Hold |
|
|||||
|
2024
Q2 | $316K | Hold |
|
|||||
|
2024
Q1 | $328K | Buy |
|
|||||
|
2023
Q3 | $273K | Hold |
|
|||||
|
2023
Q2 | $288K | Hold |
|
|||||
|
2023
Q1 | $278K | Sell |
|
|||||
|
2022
Q4 | $447K | Hold |
|
|||||
|
2022
Q3 | $407K | Hold |
|
|||||
|
2022
Q2 | $432K | Sell |
|
|||||
|
2022
Q1 | $576K | Hold |
|
|||||
|
2021
Q4 | $589K | Buy |
|
|||||
|
2021
Q3 | $347K | Sell |
|
|||||
|
2021
Q2 | $552K | Buy |
|
|||||
|
2021
Q1 | $336K | Hold |
|
|||||
|
2020
Q4 | $298K | Hold |
|
|||||
|
2020
Q3 | $248K | Hold |
|
|||||
|
2020
Q2 | $235K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $610K | Sell |
|
|||||
|
2019
Q3 | $619K | Hold |
|
|||||
|
2019
Q2 | $614K | Sell |
|
|||||
|
2019
Q1 | $613K | Hold |
|
|||||
|
2018
Q4 | $539K | Hold |
|
|||||
|
2018
Q3 | $636K | Buy |
|
|||||
|
2018
Q2 | – | Sell |
|
|||||
|
2018
Q1 | $737K | Buy |
|
|||||
|
2017
Q4 | $497K | Buy |
|
|||||
|
2017
Q3 | $326K | Sell |
|
|||||
|
2017
Q2 | $847K | Hold |
|
|||||
|
2017
Q1 | $835K | Sell |
|
|||||
|
2016
Q4 | $868K | Hold |
|
|||||
|
2016
Q3 | $828K | Hold |
|
|||||
|
2016
Q2 | $802K | Hold |
|
|||||
|
2016
Q1 | $765K | Sell |
|
|||||
|
2015
Q4 | $1.19M | Sell |
|
|||||
|
2015
Q3 | $1.25M | Buy |
|
|||||
|
2015
Q2 | $1.11M | Buy |
|
|||||
|
2015
Q1 | $1.12M | Sell |
|
|||||
|
2014
Q4 | $1.94M | Sell |
|
|||||
|
2014
Q3 | $4.04M | Buy |
|