Equitable Holdings’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 | $58.9M | Sell |
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|
2025
Q1 | $59.2M | Sell |
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|
2024
Q4 | $61M | Sell |
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|
2024
Q3 | $64M | Sell |
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|
2024
Q2 | $59.3M | Sell |
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|
2024
Q1 | $63.1M | Sell |
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|
2023
Q4 | $62.8M | Sell |
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|
2023
Q3 | $57.2M | Sell |
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|
2023
Q2 | $60.6M | Sell |
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|
2023
Q1 | $61M | Sell |
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|
2022
Q4 | $64.6M | Buy |
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|
2022
Q3 | $58.7M | Sell |
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|
2022
Q2 | $65.6M | Sell |
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|
2022
Q1 | $78M | Sell |
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|
2021
Q4 | $82.5M | Sell |
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|
2021
Q3 | $79.5M | Sell |
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|
2021
Q2 | $84M | Sell |
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|
2021
Q1 | $80.3M | Buy |
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|
2020
Q4 | $68.5M | Sell |
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|
2020
Q3 | $57.4M | Sell |
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|
2020
Q2 | $55M | Buy |
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|
2020
Q1 | $45.7M | Sell |
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|
2019
Q4 | $69.7M | Buy |
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