Harbor Investment Advisory’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 | $3.12M | Hold |
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|
2025
Q1 | $2.98M | Hold |
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|
2024
Q4 | $3.06M | Sell |
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|
2024
Q3 | $3.16M | Hold |
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|
2024
Q2 | $2.89M | Hold |
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|
2024
Q1 | $3M | Buy |
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|
2023
Q4 | $2.78M | Buy |
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|
2023
Q3 | $1.8M | Sell |
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|
2023
Q2 | $1.9M | Sell |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.07M | Buy |
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|
2022
Q3 | $1.78M | Buy |
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|
2022
Q2 | $1.8M | Hold |
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|
2022
Q1 | $2.12M | Buy |
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|
2021
Q4 | $2.16M | Sell |
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|
2021
Q3 | $2.01M | Buy |
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|
2021
Q2 | $1.7M | Buy |
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|
2021
Q1 | $1.58M | Sell |
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|
2020
Q4 | $1.41M | Buy |
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|
2020
Q3 | $687K | Sell |
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|
2020
Q2 | $677K | Sell |
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|
2020
Q1 | $813K | Sell |
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|
2019
Q4 | $1.23M | Buy |
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