Cassaday & Co 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 | $129M | Buy |
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|
2025
Q1 | $122M | Buy |
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|
2024
Q4 | $125M | Buy |
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|
2024
Q3 | $126M | Buy |
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|
2024
Q2 | $112M | Buy |
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|
2024
Q1 | $115M | Buy |
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|
2023
Q4 | $104M | Buy |
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|
2023
Q3 | $92.1M | Buy |
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|
2023
Q2 | $95.4M | Buy |
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|
2023
Q1 | $91.3M | Buy |
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|
2022
Q4 | $87.6M | Buy |
|