Icon Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $346K | Hold |
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|
2023
Q2 | $364K | Hold |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q2 | $336K | Buy |
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|
2022
Q1 | $396K | Sell |
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|
2021
Q4 | $431K | Sell |
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|
2021
Q3 | $404K | Hold |
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|
2021
Q2 | $410K | Hold |
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|
2021
Q1 | $390K | Hold |
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|
2020
Q4 | $346K | Hold |
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|
2020
Q3 | $288K | Hold |
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|
2020
Q2 | $273K | Sell |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $341K | Sell |
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|
2019
Q3 | $334K | Hold |
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|
2019
Q2 | $332K | Sell |
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|
2019
Q1 | $330K | Sell |
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|
2018
Q4 | $310K | Sell |
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|
2018
Q3 | $440K | Sell |
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|
2018
Q2 | $436K | Sell |
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|
2018
Q1 | $589K | Sell |
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|
2017
Q4 | $877K | Buy |
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