Greenleaf Trust’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 | $964K | Sell |
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|
2025
Q2 | $1.1M | Hold |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $643K | Hold |
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|
2024
Q1 | $668K | Hold |
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|
2023
Q4 | $620K | Hold |
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|
2023
Q3 | $556K | Hold |
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|
2023
Q2 | $585K | Buy |
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|
2023
Q1 | $491K | Hold |
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|
2022
Q4 | $488K | Sell |
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|
2022
Q3 | $491K | Sell |
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|
2022
Q2 | $531K | Hold |
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|
2022
Q1 | $626K | Sell |
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|
2021
Q4 | $719K | Sell |
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|
2021
Q3 | $736K | Buy |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $219K | Buy |
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