Connecticut 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 | $3.65M | Hold |
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|
2025
Q1 | $3.48M | Hold |
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|
2024
Q4 | $3.57M | Sell |
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|
2024
Q3 | $3.67M | Hold |
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|
2024
Q2 | $3.35M | Buy |
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|
2024
Q1 | $3.46M | Hold |
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|
2023
Q4 | $3.21M | Sell |
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|
2023
Q3 | $2.94M | Buy |
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|
2023
Q2 | $2.62M | Sell |
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|
2023
Q1 | $5.25M | Sell |
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|
2022
Q4 | $9.98M | Sell |
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|
2022
Q3 | $9.14M | Buy |
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|
2022
Q2 | $9.62M | Buy |
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|
2022
Q1 | $11.3M | Buy |
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|
2021
Q4 | $11.6M | Sell |
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|
2021
Q3 | $10.7M | Sell |
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|
2021
Q2 | $10.9M | Hold |
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|
2021
Q1 | $10.4M | Sell |
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|
2020
Q4 | $9.25M | Sell |
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|
2020
Q3 | $7.75M | Sell |
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|
2020
Q2 | $7.54M | Sell |
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|
2020
Q1 | $6.33M | Sell |
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|
2019
Q4 | $9.61M | Hold |
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|
2019
Q3 | $9.1M | Buy |
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|
2019
Q2 | $8.57M | Buy |
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