IFP Advisors’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 | $992K | Sell |
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|
2025
Q1 | $969K | Buy |
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|
2024
Q4 | $937K | Buy |
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|
2024
Q3 | $956K | Buy |
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|
2024
Q2 | $804K | Buy |
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|
2024
Q1 | $749K | Buy |
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|
2023
Q4 | $513K | Sell |
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|
2023
Q3 | $821K | Buy |
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|
2023
Q2 | $810K | Buy |
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|
2023
Q1 | $510K | Sell |
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|
2022
Q4 | $2.26M | Buy |
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|
2022
Q3 | $2.15M | Buy |
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|
2022
Q2 | $2.08M | Hold |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $781K | Buy |
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|
2021
Q3 | $613K | Buy |
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|
2021
Q2 | $517K | Buy |
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|
2021
Q1 | $387K | Buy |
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|
2020
Q4 | $195K | Buy |
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|
2020
Q3 | $160K | Buy |
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|
2020
Q2 | $151K | Sell |
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|
2020
Q1 | $197K | Sell |
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|
2019
Q4 | $367K | Sell |
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|
2019
Q3 | $398K | Buy |
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|
2019
Q1 | $326K | Sell |
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|
2018
Q4 | $1.36M | Sell |
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|
2018
Q3 | $2.19M | Sell |
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|
2018
Q2 | $2.47M | Sell |
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|
2018
Q1 | $2.53M | Hold |
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|
2017
Q4 | $2.53M | Buy |
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|
2017
Q3 | $2.32M | Buy |
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|
2017
Q2 | $2.21M | Buy |
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|
2017
Q1 | $1.92M | Buy |
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|
2016
Q4 | $1.82M | Buy |
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|
2016
Q3 | $1.53M | Buy |
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|
2016
Q2 | $1.18M | Buy |
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|
2016
Q1 | $326K | Sell |
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|
2015
Q4 | $966K | Buy |
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