Independence Bank of Kentucky’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $203K | Sell |
1,538
-183
| -11% | -$24.2K | 0.03% | 279 |
|
|
2025
Q1 | $217K | Sell |
1,721
-1,523
| -47% | -$192K | 0.03% | 265 |
|
|
2024
Q4 | $420K | Hold |
3,244
| – | – | 0.06% | 208 |
|
|
2024
Q3 | $429K | Sell |
3,244
-1,235
| -28% | -$163K | 0.09% | 186 |
|
|
2024
Q2 | $541K | Buy |
4,479
+2,342
| +110% | +$283K | 0.14% | 151 |
|
|
2024
Q1 | $268K | Sell |
2,137
-75
| -3% | -$9.4K | 0.08% | 195 |
|
|
2023
Q4 | $257K | Buy |
2,212
+1,440
| +187% | +$167K | 0.09% | 182 |
|
|
2023
Q3 | $80.6K | Hold |
772
| – | – | 0.03% | 248 |
|
|
2023
Q2 | $84.8K | Hold |
772
| – | – | 0.03% | 244 |
|
|
2023
Q1 | $82K | Hold |
772
| – | – | 0.04% | 235 |
|
|
2022
Q4 | $81K | Hold |
772
| – | – | 0.04% | 233 |
|
|
2022
Q3 | $74K | Hold |
772
| – | – | 0.04% | 216 |
|
|
2022
Q2 | $78K | Hold |
772
| – | – | 0.03% | 216 |
|
|
2022
Q1 | $92K | Buy |
772
+350
| +83% | +$41.7K | 0.04% | 217 |
|
|
2021
Q4 | $52K | Hold |
422
| – | – | 0.02% | 240 |
|
|
2021
Q3 | $48K | Hold |
422
| – | – | 0.02% | 242 |
|
|
2021
Q2 | $49K | Buy |
+422
| New | +$49K | 0.02% | 239 |
|