Cardiff Park 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 | $94.2K | Buy |
|
|||||
|
2025
Q2 | $88.7K | Buy |
|
|||||
|
2025
Q1 | $84.3K | Buy |
|
|||||
|
2024
Q4 | $86.2K | Buy |
|
|||||
|
2024
Q3 | $87.8K | Buy |
|
|||||
|
2024
Q2 | $79.8K | Buy |
|
|||||
|
2024
Q1 | $82.5K | Buy |
|
|||||
|
2023
Q4 | $76.3K | Buy |
|
|||||
|
2023
Q3 | $67.8K | Hold |
|
|||||
|
2023
Q2 | $71.3K | Sell |
|
|||||
|
2023
Q1 | $70.6K | Buy |
|
|||||
|
2022
Q4 | $67.9K | Buy |
|
|||||
|
2022
Q3 | $61K | Hold |
|
|||||
|
2022
Q2 | $65K | Sell |
|
|||||
|
2022
Q1 | $88K | Buy |
|
|||||
|
2021
Q4 | $89K | Buy |
|