Congress Wealth 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 | $1.92M | Buy |
|
|||||
|
2025
Q1 | $1.34M | Buy |
|
|||||
|
2024
Q4 | $802K | Buy |
|
|||||
|
2024
Q3 | $714K | Sell |
|
|||||
|
2024
Q2 | $935K | Buy |
|
|||||
|
2024
Q1 | $230K | Sell |
|
|||||
|
2023
Q4 | $241K | Buy |
|
|||||
|
2023
Q3 | $212K | Sell |
|
|||||
|
2023
Q2 | $226K | Hold |
|
|||||
|
2023
Q1 | $219K | Hold |
|
|||||
|
2022
Q4 | $217K | Sell |
|
|||||
|
2022
Q3 | $201K | Hold |
|
|||||
|
2022
Q2 | $213K | Buy |
|
|||||
|
2022
Q1 | $247K | Buy |
|
|||||
|
2021
Q4 | $229K | Buy |
|