Concourse Financial Group Securities’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
Q1 | – | Sell |
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|
2024
Q4 | $3.27M | Buy |
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|
2024
Q3 | $3.08M | Buy |
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|
2024
Q2 | $2.58M | Buy |
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|
2024
Q1 | $2.62M | Buy |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.74M | Buy |
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|
2023
Q2 | $1.59M | Buy |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q4 | $1.26M | Sell |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.14M | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $187K | Buy |
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|
2021
Q3 | $172K | Buy |
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|
2021
Q2 | $170K | Buy |
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|
2021
Q1 | $143K | Sell |
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|
2020
Q4 | $165K | Sell |
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|
2020
Q3 | $141K | Buy |
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|
2020
Q2 | $114K | Sell |
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|
2020
Q1 | $97K | Sell |
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|
2019
Q4 | $157K | Buy |
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|
2019
Q3 | $1K | Sell |
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|
2019
Q2 | $350K | Buy |
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|
2019
Q1 | $330K | Sell |
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|
2018
Q4 | $461K | Buy |
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|
2018
Q3 | $72K | Buy |
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