Evanson Asset 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
Q3 | $517K | Buy |
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|
2025
Q2 | $489K | Hold |
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|
2025
Q1 | $466K | Buy |
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|
2024
Q4 | $478K | Buy |
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|
2024
Q3 | $489K | Buy |
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|
2024
Q2 | $446K | Hold |
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|
2024
Q1 | $463K | Buy |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $385K | Hold |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $392K | Hold |
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|
2022
Q4 | $389K | Buy |
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|
2022
Q3 | $354K | Hold |
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|
2022
Q2 | $375K | Buy |
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|
2022
Q1 | $390K | Buy |
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|
2021
Q4 | $399K | Buy |
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|
2021
Q3 | $374K | Hold |
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|
2021
Q2 | $375K | Buy |
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|
2021
Q1 | $355K | Sell |
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|
2020
Q4 | $326K | Buy |
|