Empirical Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $376K | Sell |
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|
2025
Q4 | $380K | Hold |
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|
2025
Q3 | $377K | Buy |
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|
2025
Q2 | $352K | Buy |
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|
2025
Q1 | $304K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $250K | Hold |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $234K | Buy |
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|
2021
Q1 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $323K | Buy |
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