Dougherty Wealth Advisers’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 | $132K | Sell |
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|
2025
Q2 | $141K | Sell |
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|
2025
Q1 | $682K | Buy |
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|
2024
Q4 | $600K | Buy |
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|
2024
Q3 | $190K | Sell |
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|
2024
Q2 | $184K | Sell |
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|
2024
Q1 | $202K | Sell |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $219K | Sell |
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|
2023
Q2 | $339K | Hold |
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|
2023
Q1 | $328K | Hold |
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|
2022
Q4 | $325K | Hold |
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|
2022
Q3 | $296K | Hold |
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|
2022
Q2 | $313K | Hold |
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|
2022
Q1 | $369K | Hold |
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|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $349K | Hold |
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|
2021
Q2 | $355K | Hold |
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|
2021
Q1 | $337K | Hold |
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|
2020
Q4 | $299K | Hold |
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|
2020
Q3 | $249K | Hold |
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|
2020
Q2 | $236K | Buy |
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|
2020
Q1 | $181K | Hold |
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|
2019
Q4 | $268K | Hold |
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|
2019
Q3 | $253K | Sell |
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|
2019
Q2 | $503K | Hold |
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|
2019
Q1 | $490K | Hold |
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|
2018
Q4 | $477K | Buy |
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