EP Wealth Advisors’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 | $4.93M | Sell |
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|
2025
Q1 | $4.84M | Sell |
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|
2024
Q4 | $5.12M | Buy |
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|
2024
Q3 | $5.08M | Buy |
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|
2024
Q2 | $4.05M | Sell |
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|
2024
Q1 | $4.33M | Sell |
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|
2023
Q4 | $4.11M | Buy |
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|
2023
Q3 | $3.64M | Sell |
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|
2023
Q2 | $3.58M | Buy |
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|
2023
Q1 | $1.59M | Sell |
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|
2022
Q4 | $3.83M | Sell |
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|
2022
Q3 | $3.58M | Sell |
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|
2022
Q2 | $4.18M | Buy |
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|
2022
Q1 | $4.22M | Sell |
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|
2021
Q4 | $4.46M | Sell |
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|
2021
Q3 | $4.31M | Sell |
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|
2021
Q2 | $4.74M | Sell |
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|
2021
Q1 | $4.7M | Buy |
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|
2020
Q4 | $3.99M | Buy |
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|
2020
Q3 | $3.08M | Sell |
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|
2020
Q2 | $4.06M | Sell |
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|
2020
Q1 | $4.11M | Sell |
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|
2019
Q4 | $6.86M | Buy |
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|
2019
Q3 | $5.19M | Buy |
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|
2019
Q2 | $4.91M | Sell |
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|
2019
Q1 | $5.05M | Sell |
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|
2018
Q4 | $7.35M | Buy |
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|
2018
Q3 | $618K | Sell |
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|
2018
Q2 | $609K | Buy |
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|
2018
Q1 | $501K | Sell |
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|
2017
Q4 | $523K | Buy |
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|
2017
Q3 | $436K | Sell |
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|
2017
Q2 | $443K | Sell |
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|
2017
Q1 | $454K | Sell |
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|
2016
Q4 | $467K | Buy |
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|
2016
Q3 | $380K | Buy |
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|
2016
Q2 | $224K | Sell |
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|
2016
Q1 | $333K | Sell |
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|
2015
Q4 | $3.05M | Buy |
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|
2015
Q3 | $200K | Buy |
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