Coston McIsaac & Partners’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 | $214K | Hold |
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|
2025
Q1 | $204K | Hold |
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|
2024
Q4 | $209K | Hold |
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|
2024
Q3 | $214 | Hold |
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|
2024
Q2 | $195K | Hold |
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|
2024
Q1 | $203K | Hold |
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|
2023
Q4 | $188K | Sell |
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|
2023
Q3 | $176K | Sell |
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|
2023
Q2 | $195K | Hold |
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|
2023
Q1 | $189K | Hold |
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|
2022
Q4 | $187 | Hold |
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|
2022
Q3 | $171K | Hold |
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|
2022
Q2 | $181K | Buy |
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