Country Club Bank’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
$1.26M Sell
2025
Q2
$1.27M Sell
2025
Q1
$1.22M Buy
2024
Q4
$1.09M Sell
2024
Q3
$1.38M Buy
2024
Q2
$1.23M Hold
2024
Q1
$1.28M Sell
2023
Q4
$1.5M Hold
2023
Q3
$1.34M Hold
2023
Q2
$1.4M Buy
2023
Q1
$1.24M Buy
2022
Q4
$1.08M Buy
2022
Q3
$842K Buy
2022
Q2
$867K Buy