Freestone Capital Holdings’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 | $781K | Buy |
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|
2025
Q2 | $697K | Sell |
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|
2025
Q1 | $686K | Buy |
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|
2024
Q4 | $686K | Buy |
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|
2024
Q3 | $698K | Sell |
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|
2024
Q2 | $730K | Hold |
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|
2024
Q1 | $758K | Buy |
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|
2023
Q4 | $692K | Sell |
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|
2023
Q3 | $630K | Hold |
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|
2023
Q2 | $663K | Hold |
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|
2023
Q1 | $641K | Sell |
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|
2022
Q4 | $718K | Hold |
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|
2022
Q3 | $655K | Sell |
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|
2022
Q2 | $697K | Sell |
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|
2022
Q1 | $961K | Buy |
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|
2021
Q4 | $978K | Buy |
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|
2021
Q3 | $736K | Buy |
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|
2021
Q2 | $743K | Sell |
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|
2021
Q1 | $717K | Sell |
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|
2020
Q4 | $646K | Hold |
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|
2020
Q3 | $539K | Sell |
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|
2020
Q2 | $548 | Hold |
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|
2020
Q1 | $459 | Hold |
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|
2019
Q4 | $679 | Hold |
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|
2019
Q3 | $643 | Hold |
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|
2019
Q2 | $639 | Hold |
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|
2019
Q1 | $622K | Sell |
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|
2018
Q4 | $555K | Buy |
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|
2018
Q3 | $647K | Buy |
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