Coldstream Capital 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 | $1.28M | Sell |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $688K | Hold |
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|
2024
Q2 | $628K | Hold |
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|
2024
Q1 | $652K | Buy |
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|
2023
Q4 | $386K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $221K | Sell |
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|
2018
Q4 | $217K | Hold |
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|
2018
Q3 | $257K | Sell |
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|
2018
Q2 | $262K | Hold |
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|
2018
Q1 | $255K | Buy |
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|
2017
Q4 | $220K | Buy |
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