Five Oceans 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 | $943K | Sell |
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|
2025
Q1 | $902K | Sell |
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|
2024
Q4 | $939K | Hold |
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|
2024
Q3 | $960K | Sell |
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|
2024
Q2 | $1.51M | Sell |
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|
2024
Q1 | $1.57M | Hold |
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|
2023
Q4 | $1.45M | Buy |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.38M | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.79M | Buy |
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|
2022
Q3 | $1.64M | Sell |
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|
2022
Q2 | $1.73M | Buy |
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|
2022
Q1 | $2.04M | Hold |
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|
2021
Q4 | $2.08M | Sell |
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|
2021
Q3 | $1.93M | Buy |
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