Corient Private Wealth’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 | $17.3M | Buy |
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|
2025
Q2 | $14.7M | Sell |
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|
2025
Q1 | $27.9M | Buy |
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|
2024
Q4 | $14.9M | Sell |
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|
2024
Q3 | $39.4M | Sell |
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|
2024
Q2 | $38.5M | Buy |
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|
2024
Q1 | $36.8M | Sell |
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|
2023
Q4 | $37.4M | Sell |
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|
2023
Q3 | $46.3M | Buy |
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|
2023
Q2 | $2.93M | Buy |
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|
2023
Q1 | $2.69M | Sell |
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|
2022
Q4 | $2.7M | Buy |
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