FSA Wealth Management’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 | $14.6M | Sell |
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2025
Q1 | $14.4M | Sell |
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2024
Q4 | $14.9M | Sell |
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2024
Q3 | $15.3M | Buy |
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2024
Q1 | $14.2M | Buy |
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2023
Q4 | $12.8M | Buy |
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2023
Q3 | $11.3M | Buy |
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2023
Q2 | $11.8M | Buy |
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2023
Q1 | $11.2M | Buy |
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2022
Q4 | $11M | Buy |
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2022
Q3 | $8.8M | Buy |
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2022
Q2 | $518K | Sell |
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2022
Q1 | $8.78M | Hold |
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2021
Q4 | $8.78M | Buy |
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2021
Q3 | $7.93M | Buy |
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2021
Q2 | $7.69M | Buy |
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2021
Q1 | $6.78M | Sell |
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2020
Q4 | $7.54M | Buy |
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2020
Q3 | $5.6M | Buy |
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2020
Q2 | $4.48M | Buy |
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2020
Q1 | $3.15M | Buy |
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2019
Q4 | $4.28M | Buy |
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