Colonial Trust’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 | $477K | Sell |
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|
2025
Q2 | $479K | Sell |
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|
2025
Q1 | $654K | Sell |
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|
2024
Q4 | $706K | Sell |
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|
2024
Q3 | $750K | Sell |
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|
2024
Q2 | $706K | Sell |
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|
2024
Q1 | $882K | Sell |
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|
2023
Q4 | $834K | Buy |
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|
2023
Q3 | $694K | Sell |
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|
2023
Q2 | $740K | Hold |
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|
2023
Q1 | $715K | Buy |
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|
2022
Q4 | $705K | Hold |
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|
2022
Q3 | $643K | Buy |
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