Cresset Asset 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 | $1.81M | Sell |
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|
2025
Q1 | $1.88M | Buy |
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|
2024
Q4 | $1.68M | Sell |
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|
2024
Q3 | $2.97M | Buy |
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|
2024
Q2 | $2.23M | Buy |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $2.14M | Buy |
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|
2023
Q3 | $1.48M | Sell |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $1.1M | Buy |
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|
2022
Q4 | $933K | Sell |
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|
2022
Q3 | $933K | Sell |
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|
2022
Q2 | $987K | Buy |
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|
2022
Q1 | $969K | Sell |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $290K | Buy |
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|
2020
Q4 | $244K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $45K | Hold |
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|
2018
Q4 | $40K | Buy |
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