IHT 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
Q2 | $779K | Buy |
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|
2025
Q1 | $703K | Sell |
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|
2024
Q4 | $780K | Buy |
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|
2024
Q3 | $764K | Sell |
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|
2024
Q2 | $712K | Sell |
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|
2024
Q1 | $788K | Sell |
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|
2023
Q4 | $801K | Buy |
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|
2023
Q3 | $689K | Sell |
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|
2023
Q2 | $746K | Buy |
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|
2023
Q1 | $519K | Buy |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $535K | Sell |
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|
2022
Q2 | $617K | Sell |
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|
2022
Q1 | $760K | Sell |
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|
2021
Q4 | $791K | Sell |
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|
2021
Q3 | $798K | Sell |
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|
2021
Q2 | $823K | Sell |
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|
2021
Q1 | $814K | Sell |
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|
2020
Q4 | $758K | Sell |
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|
2020
Q3 | $667K | Sell |
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|
2020
Q2 | $675K | Sell |
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|
2020
Q1 | $675K | Sell |
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|
2019
Q4 | $1.04M | Sell |
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|
2019
Q3 | $1.37M | Sell |
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|
2019
Q2 | $1.66M | Sell |
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|
2019
Q1 | $1.69M | Buy |
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|
2018
Q4 | $1.27M | Buy |
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|
2018
Q3 | $1.44M | Sell |
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|
2018
Q2 | $1.42M | Sell |
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|
2018
Q1 | $1.5M | Sell |
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|
2017
Q4 | $1.68M | Buy |
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|
2017
Q3 | $193K | Hold |
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|
2017
Q2 | $3.7K | Buy |
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|
2017
Q1 | $54K | Hold |
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|
2016
Q4 | $53K | Buy |
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