Foundations Investment 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 | $787K | Sell |
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|
2025
Q1 | $778K | Sell |
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|
2024
Q4 | $964K | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $758K | Sell |
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|
2024
Q1 | $806K | Buy |
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|
2023
Q4 | $740K | Sell |
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|
2023
Q3 | $907K | Buy |
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|
2023
Q2 | $909K | Sell |
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|
2023
Q1 | $1.15M | Sell |
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|
2022
Q4 | $1.24M | Buy |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $375K | Buy |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $281K | Sell |
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|
2021
Q2 | $4.56M | Buy |
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|
2021
Q1 | $3.26M | Sell |
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|
2020
Q4 | $11.5M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.07M | Buy |
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|
2019
Q3 | $786K | Buy |
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|
2019
Q2 | $501K | Sell |
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|
2019
Q1 | $19.9M | Sell |
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|
2018
Q4 | $41M | Buy |
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