D.J. St. Germain’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 | $160K | Hold |
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|
2025
Q2 | $152K | Hold |
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|
2025
Q1 | $145K | Hold |
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|
2024
Q4 | $149K | Hold |
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|
2024
Q3 | $152K | Hold |
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|
2024
Q2 | $139K | Sell |
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|
2024
Q1 | $150K | Buy |
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|
2023
Q4 | $125K | Hold |
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|
2023
Q3 | $112K | Hold |
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|
2023
Q2 | $118K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Sell |
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|
2021
Q4 | $321K | Sell |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $272K | Hold |
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|
2021
Q1 | $258K | Sell |
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|
2020
Q4 | $472K | Hold |
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|
2020
Q3 | $393K | Hold |
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|
2020
Q2 | $372K | Sell |
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|
2020
Q1 | $341K | Buy |
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|
2019
Q4 | $427K | Buy |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $290K | Buy |
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|
2019
Q1 | $261K | Sell |
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|
2018
Q4 | $230K | Hold |
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|
2018
Q3 | $272K | Sell |
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|
2018
Q2 | $271K | Buy |
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|
2018
Q1 | $208K | Buy |
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