Cerity Partners’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 | $2.32M | Buy |
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|
2025
Q2 | $2.17M | Sell |
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|
2025
Q1 | $2.14M | Sell |
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|
2024
Q4 | $3.08M | Sell |
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|
2024
Q3 | $3.16M | Buy |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $521K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $830K | Sell |
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|
2022
Q4 | $968K | Buy |
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|
2022
Q3 | $522K | Buy |
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|
2022
Q2 | $549K | Buy |
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|
2022
Q1 | $466K | Buy |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | $223K | Buy |
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|
2021
Q2 | $220K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $498K | Sell |
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|
2020
Q3 | $551K | Sell |
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|
2020
Q2 | $1.31M | Sell |
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|
2020
Q1 | $8.18M | Buy |
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|
2019
Q4 | $2.45M | Buy |
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|
2019
Q3 | $2.16M | Buy |
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|
2019
Q2 | $1.5M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $228K | Buy |
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