Fulton Bank’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
2,839
+625
| +28% | +$82.6K | 0.01% | 488 |
|
|
2025
Q1 | $279K | Hold |
2,214
| – | – | 0.01% | 546 |
|
|
2024
Q4 | $286K | Hold |
2,214
| – | – | 0.01% | 553 |
|
|
2024
Q3 | $293K | Buy |
+2,214
| New | +$293K | 0.01% | 554 |
|
|
2020
Q1 | – | Sell |
-7,124
| Closed | -$675K | – | 410 |
|
|
2019
Q4 | $675K | Hold |
7,124
| – | – | 0.04% | 237 |
|
|
2019
Q3 | $639K | Sell |
7,124
-200
| -3% | -$17.9K | 0.04% | 234 |
|
|
2019
Q2 | $653K | Sell |
7,324
-14
| -0.2% | -$1.25K | 0.04% | 236 |
|
|
2019
Q1 | $637K | Sell |
7,338
-831
| -10% | -$72.1K | 0.04% | 235 |
|
|
2018
Q4 | $623K | Buy |
+8,169
| New | +$623K | 0.05% | 223 |
|
|
2017
Q1 | – | Sell |
-2,506
| Closed | -$202K | – | 429 |
|
|
2016
Q4 | $202K | Buy |
+2,506
| New | +$202K | 0.02% | 395 |
|
|
2016
Q1 | – | Sell |
-11,961
| Closed | -$821K | – | 389 |
|
|
2015
Q4 | $821K | Buy |
11,961
+1,694
| +16% | +$116K | 0.09% | 165 |
|
|
2015
Q3 | $689K | Buy |
10,267
+1,350
| +15% | +$90.6K | 0.08% | 177 |
|
|
2015
Q2 | $658K | Hold |
8,917
| – | – | 0.07% | 200 |
|
|
2015
Q1 | $671K | Buy |
+8,917
| New | +$671K | 0.07% | 199 |
|
|
2014
Q2 | – | Sell |
-8,757
| Closed | -$602K | – | 379 |
|
|
2014
Q1 | $602K | Sell |
8,757
-1,228
| -12% | -$84.4K | 0.07% | 187 |
|
|
2013
Q4 | $656K | Buy |
9,985
+3,520
| +54% | +$231K | 0.08% | 183 |
|
|
2013
Q3 | $394K | Buy |
6,465
+2,816
| +77% | +$172K | 0.05% | 226 |
|
|
2013
Q2 | $211K | Buy |
+3,649
| New | +$211K | 0.03% | 289 |
|