Hapanowicz & Associates Financial 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 | $3.27M | Sell |
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|
2025
Q1 | $3.19M | Sell |
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|
2024
Q4 | $3.62M | Sell |
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|
2024
Q3 | $13.6M | Sell |
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|
2024
Q2 | $20.6M | Buy |
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|
2024
Q1 | $21M | Buy |
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|
2023
Q4 | $19.2M | Buy |
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|
2023
Q3 | $17M | Sell |
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|
2023
Q2 | $18M | Sell |
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|
2023
Q1 | $18.2M | Buy |
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|
2022
Q4 | $17.9M | Buy |
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|
2022
Q3 | $16.3M | Buy |
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|
2022
Q2 | $16.6M | Buy |
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|
2022
Q1 | $18.6M | Buy |
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|
2021
Q4 | $18.6M | Buy |
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|
2021
Q3 | $17M | Buy |
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|
2021
Q2 | $17.1M | Buy |
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|
2021
Q1 | $16.1M | Buy |
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|
2020
Q4 | $13.3M | Sell |
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|
2020
Q3 | $11.1M | Sell |
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|
2020
Q2 | $10.8M | Buy |
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|
2020
Q1 | $8.7M | Buy |
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|
2019
Q4 | $11.6M | Sell |
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|
2019
Q3 | $11.3M | Sell |
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|
2019
Q2 | $11.3M | Buy |
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|
2019
Q1 | $10.9M | Sell |
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|
2018
Q4 | $9.81M | Buy |
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|
2018
Q3 | $11.3M | Sell |
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|
2018
Q2 | $11.2M | Buy |
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|
2018
Q1 | $10.4M | Buy |
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|
2017
Q4 | $10.8M | Buy |
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|
2017
Q3 | $10.2M | Buy |
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|
2017
Q2 | $9.08M | Buy |
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|
2017
Q1 | $8.65M | Sell |
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|
2016
Q4 | $9.4M | Buy |
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