Hazlett, Burt & Watson’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 | $207K | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $250K | Buy |
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|
2024
Q3 | $254K | Buy |
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|
2024
Q2 | $209K | Buy |
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|
2024
Q1 | $216K | Hold |
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|
2023
Q4 | $200K | Buy |
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|
2023
Q3 | $180K | Buy |
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|
2023
Q2 | $142K | Buy |
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|
2023
Q1 | $124K | Hold |
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|
2022
Q4 | $123K | Sell |
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|
2022
Q3 | $118K | Sell |
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|
2022
Q2 | $128K | Hold |
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|
2022
Q1 | $150K | Buy |
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