Cornerstone 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 | $980K | Sell |
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|
2025
Q1 | $938K | Sell |
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|
2024
Q4 | $963K | Buy |
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|
2024
Q3 | $977K | Buy |
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|
2024
Q2 | $891K | Sell |
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|
2024
Q1 | $943K | Sell |
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|
2023
Q4 | $888K | Sell |
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|
2023
Q3 | $799K | Sell |
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|
2023
Q2 | $851K | Buy |
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|
2023
Q1 | $729K | Buy |
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|
2022
Q3 | $675K | Buy |
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|
2022
Q2 | $682K | Buy |
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|
2022
Q1 | $785K | Buy |
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|
2021
Q4 | $766K | Buy |
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|
2021
Q3 | $684K | Buy |
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|
2021
Q2 | $661K | Buy |
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|
2021
Q1 | $615K | Buy |
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|
2020
Q4 | $513K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $425K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.7M | Sell |
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|
2018
Q2 | $1.94M | Buy |
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|
2016
Q1 | $273K | Buy |
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