HB Wealth Management’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 | $777K | Sell |
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|
2025
Q2 | $807K | Buy |
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|
2025
Q1 | $769K | Buy |
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|
2024
Q4 | $707K | Hold |
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|
2024
Q3 | $723K | Sell |
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|
2024
Q2 | $668K | Sell |
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|
2024
Q1 | $830K | Sell |
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|
2023
Q4 | $771K | Sell |
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|
2023
Q3 | $760K | Buy |
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|
2023
Q2 | $741K | Buy |
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|
2023
Q1 | $705K | Sell |
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|
2022
Q4 | $808K | Sell |
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|
2022
Q3 | $755K | Sell |
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|
2022
Q2 | $847K | Hold |
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|
2022
Q1 | $998K | Buy |
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|
2021
Q4 | $663K | Buy |
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