Carlton Hofferkamp & Jenks Wealth 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 | $983K | Buy |
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|
2025
Q1 | $747K | Buy |
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|
2024
Q4 | $766K | Buy |
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|
2024
Q3 | $718K | Buy |
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|
2024
Q2 | $690K | Buy |
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|
2024
Q1 | $558K | Buy |
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|
2023
Q4 | $483K | Buy |
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|
2023
Q3 | $286K | Buy |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $292K | Buy |
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|
2022
Q3 | $257K | Hold |
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|
2022
Q2 | $267K | Sell |
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|
2022
Q1 | $310K | Sell |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $370K | Sell |
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|
2021
Q2 | $363K | Sell |
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|
2021
Q1 | $429K | Sell |
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|
2020
Q4 | $390K | Sell |
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|
2020
Q3 | $390K | Sell |
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|
2020
Q2 | $352K | Buy |
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|
2020
Q1 | $322K | Buy |
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|
2019
Q4 | $349K | Buy |
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