Glassman Wealth Services’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 | $237K | Sell |
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|
2025
Q1 | $229K | Buy |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $238K | Hold |
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|
2024
Q2 | $217K | Hold |
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|
2024
Q1 | $225K | Hold |
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|
2023
Q4 | $209K | Hold |
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|
2023
Q3 | $187K | Hold |
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|
2023
Q2 | $197K | Hold |
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|
2023
Q1 | $191K | Hold |
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|
2022
Q4 | $189K | Sell |
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|
2022
Q3 | $174K | Hold |
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|
2022
Q2 | $184K | Buy |
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|
2022
Q1 | $186K | Buy |
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|
2021
Q4 | $189K | Sell |
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|
2021
Q3 | $176K | Sell |
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|
2021
Q2 | $180K | Buy |
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|
2021
Q1 | $169K | Hold |
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|
2020
Q4 | $150K | Hold |
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|
2020
Q3 | $125K | Hold |
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|
2020
Q2 | $118K | Sell |
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|
2020
Q1 | $123K | Hold |
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|
2019
Q4 | $181K | Buy |
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|
2019
Q3 | $139K | Hold |
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|
2019
Q2 | $138K | Hold |
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|
2019
Q1 | $134K | Hold |
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|
2018
Q4 | $118K | Hold |
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|
2018
Q3 | $140K | Hold |
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|
2018
Q2 | $137K | Hold |
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|
2018
Q1 | $134K | Sell |
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|
2017
Q4 | $139K | Buy |
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|
2017
Q3 | $131K | Hold |
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|
2017
Q2 | $130K | Hold |
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|
2017
Q1 | $128K | Sell |
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|
2016
Q4 | $255K | Sell |
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|
2016
Q3 | $307K | Hold |
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|
2016
Q2 | $297K | Sell |
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|
2016
Q1 | $299K | Hold |
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|
2015
Q4 | $289K | Hold |
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|
2015
Q3 | $283K | Hold |
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|
2015
Q2 | $311K | Hold |
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|
2015
Q1 | $317K | Hold |
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|
2014
Q4 | $311K | Buy |
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