Hamilton Point Investment Advisors’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 | $114K | Hold |
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2025
Q2 | $108K | Hold |
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|
2025
Q1 | $103K | Hold |
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|
2024
Q4 | $105K | Hold |
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|
2024
Q3 | $108K | Hold |
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|
2024
Q2 | $98.3K | Hold |
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|
2024
Q1 | $102K | Hold |
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|
2023
Q4 | $94.7K | Hold |
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|
2023
Q3 | $85.4K | Hold |
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|
2023
Q2 | $89.4K | Hold |
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|
2023
Q1 | $86.4K | Buy |
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