FDx 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 | $304K | Sell |
|
|||||
|
2025
Q1 | $311K | Sell |
|
|||||
|
2024
Q4 | $331K | Sell |
|
|||||
|
2024
Q3 | $341K | Buy |
|
|||||
|
2024
Q2 | $311K | Buy |
|
|||||
|
2024
Q1 | $321K | Sell |
|
|||||
|
2023
Q4 | $338K | Sell |
|
|||||
|
2023
Q3 | $333K | Sell |
|
|||||
|
2023
Q2 | $351K | Sell |
|
|||||
|
2023
Q1 | $338K | Hold |
|
|||||
|
2022
Q4 | $338K | Buy |
|
|||||
|
2022
Q3 | $225K | Buy |
|
|||||
|
2022
Q2 | $230K | Sell |
|
|||||
|
2022
Q1 | $311K | Sell |
|
|||||
|
2021
Q4 | $450K | Buy |
|
|||||
|
2021
Q3 | $330K | Sell |
|
|||||
|
2021
Q2 | $359K | Buy |
|
|||||
|
2021
Q1 | $323K | Sell |
|
|||||
|
2020
Q4 | $301K | Buy |
|
|||||
|
2020
Q3 | $243K | Sell |
|
|||||
|
2020
Q2 | $246K | Sell |
|
|||||
|
2020
Q1 | $225K | Sell |
|
|||||
|
2019
Q4 | $392K | Sell |
|
|||||
|
2019
Q3 | $400K | Sell |
|
|||||
|
2019
Q2 | $746K | Sell |
|
|||||
|
2019
Q1 | $757K | Buy |
|
|||||
|
2018
Q4 | $404K | Buy |
|
|||||
|
2018
Q3 | $295K | Sell |
|
|||||
|
2018
Q2 | $781K | Sell |
|
|||||
|
2018
Q1 | $782K | Sell |
|
|||||
|
2017
Q4 | $860K | Sell |
|
|||||
|
2017
Q3 | $908K | Sell |
|
|||||
|
2017
Q2 | $921K | Buy |
|
|||||
|
2017
Q1 | $851K | Sell |
|
|||||
|
2016
Q4 | $864K | Buy |
|
|||||
|
2016
Q3 | $649K | Sell |
|
|||||
|
2016
Q2 | $964K | Buy |
|
|||||
|
2016
Q1 | $267K | Sell |
|
|||||
|
2015
Q4 | $271K | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $218K | Buy |
|