Financial Advocates Investment 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 | – | Sell |
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|
2025
Q2 | $276K | Sell |
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|
2025
Q1 | $366K | Sell |
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|
2024
Q4 | $407K | Sell |
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|
2024
Q3 | $713K | Buy |
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|
2024
Q2 | $378K | Buy |
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|
2024
Q1 | $240K | Sell |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $947K | Buy |
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|
2023
Q2 | $361K | Buy |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $387K | Buy |
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|
2022
Q2 | $406K | Sell |
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|
2022
Q1 | $529K | Buy |
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|
2021
Q4 | $438K | Buy |
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|
2021
Q3 | $404K | Buy |
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|
2021
Q2 | $402K | Buy |
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|
2021
Q1 | $201K | Sell |
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|
2020
Q4 | $493K | Buy |
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|
2020
Q3 | $276K | Buy |
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|
2020
Q2 | $316K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $508K | Buy |
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|
2019
Q3 | $363K | Sell |
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|
2019
Q2 | $482K | Buy |
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|
2019
Q1 | $363K | Buy |
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