Grimes & Company’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 | $236K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | $207K | Buy |
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|
2024
Q3 | $211K | Sell |
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|
2024
Q2 | $252K | Buy |
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|
2024
Q1 | $248K | Sell |
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|
2023
Q4 | $250K | Buy |
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|
2023
Q3 | $204K | Hold |
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|
2023
Q2 | $215K | Sell |
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|
2023
Q1 | $235K | Buy |
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|
2022
Q4 | $233K | Buy |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $224K | Buy |
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|
2022
Q1 | $232K | Sell |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $211K | Buy |
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