Edgemoor Investment Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $234K | Hold |
1,770
| – | – | 0.02% | 158 |
|
|
2025
Q1 | $223K | Hold |
1,770
| – | – | 0.02% | 153 |
|
|
2024
Q4 | $229K | Hold |
1,770
| – | – | 0.02% | 153 |
|
|
2024
Q3 | $234K | Sell |
1,770
-208
| -11% | -$27.5K | 0.02% | 158 |
|
|
2024
Q2 | $239K | Hold |
1,978
| – | – | 0.02% | 147 |
|
|
2024
Q1 | $248K | Sell |
1,978
-115
| -5% | -$14.4K | 0.02% | 149 |
|
|
2023
Q4 | $243K | Hold |
2,093
| – | – | 0.03% | 144 |
|
|
2023
Q3 | $218K | Hold |
2,093
| – | – | 0.03% | 149 |
|
|
2023
Q2 | $230K | Buy |
2,093
+3
| +0.1% | +$330 | 0.03% | 148 |
|
|
2023
Q1 | $222K | Buy |
+2,090
| New | +$222K | 0.03% | 148 |
|