Colonial Trust 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
Q2 | $59.5K | Hold |
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|
2025
Q1 | $56.7K | Hold |
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|
2024
Q4 | $58.2K | Hold |
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|
2024
Q3 | $59.5K | Hold |
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|
2024
Q2 | $54.3K | Hold |
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|
2024
Q1 | $56.4K | Hold |
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|
2023
Q4 | $52.3K | Hold |
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|
2023
Q3 | $47K | Hold |
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|
2023
Q2 | $49.4K | Hold |
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|
2023
Q1 | $47.8K | Hold |
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|
2022
Q4 | $47.4K | Hold |
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|
2022
Q3 | $43K | Buy |
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