Cooper Financial Group’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 | $476K | Buy |
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|
2025
Q2 | $450K | Sell |
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|
2025
Q1 | $437K | Sell |
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|
2024
Q4 | $476K | Sell |
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|
2024
Q3 | $496K | Sell |
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $501K | Sell |
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|
2023
Q4 | $475K | Sell |
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|
2023
Q3 | $445K | Sell |
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|
2023
Q2 | $883K | Buy |
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|
2023
Q1 | $751K | Buy |
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|
2022
Q4 | $609K | Sell |
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|
2022
Q3 | $591K | Sell |
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|
2022
Q2 | $652K | Sell |
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|
2022
Q1 | $780K | Sell |
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|
2021
Q4 | $799K | Sell |
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|
2021
Q3 | $820K | Sell |
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|
2021
Q2 | $839K | Sell |
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|
2021
Q1 | $858K | Buy |
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|
2020
Q4 | $709K | Buy |
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|
2020
Q3 | $561K | Buy |
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|
2020
Q2 | $526K | Buy |
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|
2020
Q1 | $418K | Buy |
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|
2019
Q4 | $573K | Sell |
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|
2019
Q3 | $546K | Sell |
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|
2019
Q2 | $558K | Buy |
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|
2019
Q1 | $537K | Sell |
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|
2018
Q4 | $553K | Buy |
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