Essex Financial Services’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 | $597K | Buy |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $570K | Sell |
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|
2024
Q3 | $734K | Buy |
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|
2024
Q2 | $685K | Buy |
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|
2024
Q1 | $664K | Buy |
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|
2023
Q4 | $616K | Sell |
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|
2023
Q3 | $815K | Buy |
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|
2023
Q2 | $584K | Buy |
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|
2023
Q1 | $564K | Buy |
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|
2022
Q4 | $519K | Buy |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $443K | Sell |
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|
2022
Q1 | $529K | Buy |
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|
2021
Q4 | $508K | Hold |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $440K | Hold |
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|
2021
Q1 | $440K | Buy |
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|
2020
Q4 | $363K | Sell |
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|
2020
Q3 | $315K | Buy |
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|
2020
Q2 | $211K | Buy |
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