Dynamic Advisor Solutions’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 | $346K | Buy |
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|
2025
Q2 | $221K | Sell |
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|
2025
Q1 | $214K | Sell |
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|
2024
Q4 | $223K | Sell |
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|
2024
Q3 | $263K | Buy |
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|
2024
Q2 | $240K | Sell |
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|
2024
Q1 | $290K | Buy |
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|
2023
Q4 | $225K | Buy |
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|
2023
Q3 | $203K | Sell |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q4 | $227K | Sell |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $317K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $205K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $216K | Buy |
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