Financial Engines 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
Q3 | $2.88M | Sell |
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|
2025
Q2 | $2.73M | Buy |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $1.97M | Buy |
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|
2024
Q1 | $2M | Sell |
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|
2023
Q4 | $1.91M | Sell |
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|
2023
Q3 | $1.77M | Buy |
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|
2023
Q2 | $1.78M | Buy |
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|
2023
Q1 | $1.69M | Sell |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $1.53M | Sell |
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|
2022
Q2 | $1.66M | Buy |
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|
2022
Q1 | $1.9M | Buy |
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|
2021
Q4 | $308K | Buy |
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|
2021
Q3 | $270K | Sell |
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|
2021
Q2 | $309K | Buy |
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|
2021
Q1 | $287K | Sell |
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|
2020
Q4 | $262K | Sell |
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|
2020
Q3 | $225K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $11K | Buy |
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