Essex Savings Bank’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
Q3 | $303K | Hold |
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|
2025
Q2 | $287K | Hold |
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|
2025
Q1 | $273K | Hold |
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|
2024
Q4 | $281K | Buy |
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|
2024
Q3 | $259K | Hold |
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|
2024
Q2 | $237K | Hold |
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|
2024
Q1 | $228K | Hold |
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|
2023
Q4 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $229K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $142K | Buy |
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