Financial Sense 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
$207K Buy
2024
Q1
Sell
2023
Q4
$230K Sell
2023
Q3
$299K Sell
2023
Q2
$317K Buy
2023
Q1
$306K Sell
2022
Q4
$306K Sell
2022
Q3
$501K Sell
2022
Q2
$615K Buy
2022
Q1
Sell
2021
Q4
$1.46M Buy
2021
Q3
$709K Buy
2021
Q2
$720K Buy
2015
Q3
Sell
2015
Q2
$1.2M Buy
2015
Q1
$1.22M Buy
2014
Q4
$866K Buy