EPG 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $75.5K | Sell |
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|
2024
Q4 | $77.7K | Sell |
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|
2024
Q3 | $80.2K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $107K | Buy |
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|
2023
Q4 | $96.5K | Buy |
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|
2023
Q3 | $87.2K | Hold |
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|
2023
Q2 | $91.8K | Buy |
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|
2023
Q1 | $88.5K | Buy |
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|
2022
Q4 | $87.5K | Buy |
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|
2022
Q3 | $79K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $98K | Sell |
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|
2021
Q4 | $137K | Buy |
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|
2021
Q3 | $76K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $131K | Buy |
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|
2019
Q4 | $91K | Buy |
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