IFG 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
Q3 | $361K | Buy |
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|
2025
Q2 | $342K | Hold |
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|
2025
Q1 | $326K | Sell |
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|
2024
Q4 | $337K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $312K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $252K | Sell |
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|
2022
Q1 | $362K | Hold |
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|
2021
Q4 | $370K | Buy |
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|
2021
Q3 | $343K | Hold |
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|
2021
Q2 | $348K | Sell |
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|
2021
Q1 | $339K | Sell |
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|
2020
Q4 | $307K | Sell |
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|
2020
Q3 | $357K | Sell |
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|
2020
Q2 | $359K | Sell |
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|
2020
Q1 | $325K | Buy |
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|
2019
Q4 | $479K | Hold |
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|
2019
Q3 | $453K | Sell |
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|
2019
Q2 | $464K | Buy |
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|
2019
Q1 | $452K | Buy |
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|
2018
Q4 | $337K | Sell |
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|
2018
Q3 | $432K | Sell |
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|
2018
Q2 | $482K | Buy |
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|
2018
Q1 | $456K | Sell |
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|
2017
Q4 | $511K | Buy |
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