Commonwealth Equity Services’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 | $290M | Sell |
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|
2025
Q1 | $284M | Buy |
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|
2024
Q4 | $278M | Buy |
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|
2024
Q3 | $274M | Sell |
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|
2024
Q2 | $270M | Sell |
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|
2024
Q1 | $300M | Buy |
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|
2023
Q4 | $276M | Sell |
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|
2023
Q3 | $250M | Buy |
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|
2023
Q2 | $259M | Buy |
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|
2023
Q1 | $250K | Buy |
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|
2022
Q4 | $247M | Buy |
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|
2022
Q3 | $222M | Buy |
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|
2022
Q2 | $210M | Buy |
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|
2022
Q1 | $245M | Sell |
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|
2021
Q4 | $273M | Buy |
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|
2021
Q3 | $252M | Buy |
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|
2021
Q2 | $255M | Buy |
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|
2021
Q1 | $233M | Sell |
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|
2020
Q4 | $216M | Buy |
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|
2020
Q3 | $176M | Sell |
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|
2020
Q2 | $170M | Sell |
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|
2020
Q1 | $147M | Sell |
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|
2019
Q4 | $222M | Buy |
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|
2019
Q3 | $206M | Buy |
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|
2019
Q2 | $203M | Buy |
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|
2019
Q1 | $196M | Buy |
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|
2018
Q4 | $159M | Buy |
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|
2018
Q3 | $187M | Buy |
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|
2018
Q2 | $177M | Buy |
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|
2018
Q1 | $170M | Buy |
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|
2017
Q4 | $151M | Buy |
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|
2017
Q3 | $136M | Buy |
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|
2017
Q2 | $132M | Buy |
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|
2017
Q1 | $128M | Buy |
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|
2016
Q4 | $116M | Buy |
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|
2016
Q3 | $101M | Buy |
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|
2016
Q2 | $94.3M | Buy |
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|
2016
Q1 | $89.7M | Sell |
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|
2015
Q4 | $90.6M | Buy |
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|
2015
Q3 | $84.4M | Buy |
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|
2015
Q2 | $90.8M | Buy |
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|
2015
Q1 | $88.1M | Buy |
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|
2014
Q4 | $82.9M | Buy |
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|
2014
Q3 | $72.9M | Buy |
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|
2014
Q2 | $63.6M | Buy |
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|
2014
Q1 | $50.6M | Buy |
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|
2013
Q4 | $44.3M | Buy |
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|
2013
Q3 | $35.8M | Buy |
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|
2013
Q2 | $31.8M | Buy |
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