HUB Investment Partners’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 | $709K | Sell |
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|
2025
Q1 | $733K | Sell |
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|
2024
Q4 | $13.5M | Sell |
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|
2024
Q3 | $14.6M | Sell |
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|
2024
Q2 | $14.4M | Buy |
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|
2024
Q1 | $13.8M | Buy |
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|
2023
Q4 | $12.7M | Buy |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $10.9M | Sell |
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|
2023
Q1 | $10.6M | Buy |
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|
2022
Q4 | $10.5M | Buy |
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|
2022
Q3 | $9.43M | Buy |
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|
2022
Q2 | $9.86M | Buy |
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|
2022
Q1 | $11.6M | Buy |
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|
2021
Q4 | $11.8M | Buy |
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|
2021
Q3 | $10.8M | Buy |
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|
2021
Q2 | $11M | Sell |
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|
2021
Q1 | $11.6M | Sell |
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|
2020
Q4 | $8.79M | Buy |
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