Envestnet Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $111M | Buy |
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|
2025
Q1 | $88.5M | Sell |
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|
2024
Q4 | $99.9M | Sell |
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|
2024
Q3 | $105M | Sell |
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|
2024
Q2 | $95.8M | Sell |
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|
2024
Q1 | $107M | Sell |
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|
2023
Q4 | $103M | Sell |
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|
2023
Q3 | $96.7M | Sell |
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|
2023
Q2 | $473M | Buy |
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|
2023
Q1 | $399M | Sell |
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|
2022
Q4 | $670M | Buy |
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|
2022
Q3 | $605M | Buy |
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|
2022
Q2 | $542M | Buy |
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|
2022
Q1 | $281M | Buy |
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|
2021
Q4 | $253M | Buy |
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|
2021
Q3 | $222M | Buy |
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|
2021
Q2 | $217M | Buy |
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|
2021
Q1 | $174M | Buy |
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|
2020
Q4 | $148M | Buy |
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|
2020
Q3 | $104M | Sell |
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|
2020
Q2 | $102M | Sell |
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|
2020
Q1 | $102M | Sell |
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|
2019
Q4 | $175M | Buy |
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|
2019
Q3 | $121M | Buy |
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|
2019
Q2 | $68.3M | Buy |
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|
2019
Q1 | $60.1M | Sell |
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|
2018
Q4 | $75.3M | Buy |
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|
2018
Q3 | $19.6M | Sell |
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|
2018
Q2 | $30.2M | Buy |
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|
2018
Q1 | $20.3M | Buy |
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|
2017
Q4 | $20.2M | Sell |
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|
2017
Q3 | $19.8M | Sell |
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|
2017
Q2 | $20.9M | Sell |
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|
2017
Q1 | $25.7M | Sell |
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|
2016
Q4 | $33.2M | Sell |
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|
2016
Q3 | $33M | Sell |
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|
2016
Q2 | $93.8M | Buy |
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|
2016
Q1 | $33.8M | Buy |
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|
2015
Q4 | $29.2M | Buy |
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|
2015
Q3 | $22.9M | Sell |
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|
2015
Q2 | $32.2M | Buy |
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|
2015
Q1 | $26.9M | Buy |
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|
2014
Q4 | $20.8M | Sell |
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|
2014
Q3 | $28M | Sell |
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|
2014
Q2 | $30.2M | Sell |
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|
2014
Q1 | $33.4M | Buy |
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|
2013
Q4 | $21.6M | Sell |
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|
2013
Q3 | $22.6M | Buy |
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|
2013
Q2 | $19.5M | Buy |
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