ERTS 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 | $1.26M | Sell |
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2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.33M | Sell |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.25M | Buy |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.57M | Sell |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $1.84M | Buy |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $1.38M | Sell |
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|
2021
Q1 | $2.01M | Sell |
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|
2020
Q4 | $1.88M | Buy |
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|
2020
Q3 | $1.52M | Sell |
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|
2020
Q2 | $1.75M | Sell |
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|
2020
Q1 | $1.63M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $167K | Buy |
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