Capital Investment 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
Q3 | $436K | Sell |
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|
2025
Q2 | $437K | Buy |
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|
2025
Q1 | $397K | Buy |
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|
2024
Q4 | $407K | Sell |
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|
2024
Q3 | $478K | Sell |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $476K | Sell |
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|
2023
Q4 | $457K | Buy |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $493K | Sell |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $429K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $229K | Buy |
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|
2021
Q1 | $214K | Buy |
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