Capital Investment Advisory Services’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 | $92K | Hold |
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|
2025
Q2 | $87.1K | Buy |
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|
2025
Q1 | $66.4K | Sell |
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|
2024
Q4 | $130K | Buy |
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|
2024
Q3 | $118K | Hold |
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|
2024
Q2 | $108K | Hold |
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|
2024
Q1 | $112K | Hold |
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|
2023
Q4 | $104K | Sell |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $123K | Buy |
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|
2023
Q1 | $119K | Buy |
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|
2022
Q4 | $117K | Buy |
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|
2022
Q3 | $46K | Sell |
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|
2022
Q2 | $63K | Buy |
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|
2022
Q1 | $65K | Buy |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $25K | Hold |
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|
2021
Q2 | $25K | Hold |
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|
2021
Q1 | $24K | Hold |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $18K | Buy |
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