Edge Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $284K | Hold |
|
|||||
|
2024
Q3 | $291K | Sell |
|
|||||
|
2024
Q2 | $310K | Sell |
|
|||||
|
2024
Q1 | $336K | Sell |
|
|||||
|
2023
Q4 | $326K | Sell |
|
|||||
|
2023
Q3 | $337K | Sell |
|
|||||
|
2023
Q2 | $389K | Sell |
|
|||||
|
2023
Q1 | $504K | Buy |
|
|||||
|
2022
Q4 | $373K | Sell |
|
|||||
|
2022
Q3 | $369K | Hold |
|
|||||
|
2022
Q2 | $390K | Hold |
|
|||||
|
2022
Q1 | $460K | Hold |
|
|||||
|
2021
Q4 | $470K | Hold |
|
|||||
|
2021
Q3 | $435K | Hold |
|
|||||
|
2021
Q2 | $442K | Buy |
|
|||||
|
2021
Q1 | $401K | Sell |
|
|||||
|
2020
Q4 | $417K | Sell |
|
|||||
|
2020
Q3 | $389K | Hold |
|
|||||
|
2020
Q2 | $369K | Hold |
|
|||||
|
2020
Q1 | $309K | Hold |
|
|||||
|
2019
Q4 | $456K | Hold |
|
|||||
|
2019
Q3 | $432K | Hold |
|
|||||
|
2019
Q2 | $429K | Buy |
|
|||||
|
2019
Q1 | $418K | Hold |
|
|||||
|
2018
Q4 | $367K | Buy |
|