Cranbrook 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
Q3 | $415K | Sell |
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|
2025
Q2 | $397K | Sell |
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|
2025
Q1 | $389K | Sell |
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|
2024
Q4 | $423K | Hold |
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|
2024
Q3 | $433K | Sell |
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|
2024
Q2 | $404K | Hold |
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|
2024
Q1 | $419K | Hold |
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|
2023
Q4 | $389K | Hold |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $367K | Hold |
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|
2023
Q1 | $355K | Hold |
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|
2022
Q4 | $352K | Hold |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $349K | Hold |
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|
2022
Q1 | $411K | Hold |
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|
2021
Q4 | $420K | Sell |
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|
2021
Q3 | $399K | Hold |
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|
2021
Q2 | $405K | Hold |
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|
2021
Q1 | $385K | Sell |
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|
2020
Q4 | $418K | Hold |
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|
2020
Q3 | $349K | Sell |
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|
2020
Q2 | $377K | Sell |
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|
2020
Q1 | $324K | Hold |
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|
2019
Q4 | $479K | Sell |
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|
2019
Q3 | $490K | Hold |
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|
2019
Q2 | $487K | Hold |
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|
2019
Q1 | $475K | Hold |
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|
2018
Q4 | $417K | Hold |
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|
2018
Q3 | $493K | Sell |
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|
2018
Q2 | $533K | Hold |
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|
2018
Q1 | $521K | Sell |
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|
2017
Q4 | $583K | Sell |
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|
2017
Q3 | $565K | Sell |
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|
2017
Q2 | $572K | Sell |
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|
2017
Q1 | $578K | Hold |
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|
2016
Q4 | $560K | Sell |
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|
2016
Q3 | $554K | Sell |
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|
2016
Q2 | $553K | Sell |
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|
2016
Q1 | $542K | Hold |
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|
2015
Q4 | $525K | Sell |
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|
2015
Q3 | $515K | Hold |
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|
2015
Q2 | $567K | Sell |
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|
2015
Q1 | $588K | Hold |
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|
2014
Q4 | $576K | Buy |
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|
2014
Q3 | $547K | Sell |
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|
2014
Q2 | $583K | Hold |
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|
2014
Q1 | $552K | Sell |
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|
2013
Q4 | $549K | Buy |
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