Integrated Wealth Concepts’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 | $1.54M | Sell |
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|
2025
Q2 | $1.52M | Sell |
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|
2025
Q1 | $1.52M | Sell |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $939K | Sell |
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|
2024
Q1 | $976K | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $999K | Buy |
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|
2023
Q2 | $1.05M | Buy |
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|
2023
Q1 | $996K | Buy |
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|
2022
Q4 | $820K | Sell |
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|
2022
Q3 | $755K | Sell |
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|
2022
Q2 | $802K | Buy |
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|
2022
Q1 | $882K | Sell |
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|
2021
Q4 | $985K | Sell |
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|
2021
Q3 | $947K | Sell |
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|
2021
Q2 | $1.6M | Buy |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $609K | Buy |
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|
2020
Q3 | $450K | Sell |
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|
2020
Q2 | $445K | Sell |
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|
2020
Q1 | $431K | Sell |
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|
2019
Q4 | $722K | Buy |
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|
2019
Q3 | $682K | Buy |
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|
2019
Q2 | $592K | Buy |
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|
2019
Q1 | $566K | Buy |
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|
2018
Q4 | $488K | Buy |
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|
2018
Q3 | $509K | Sell |
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|
2018
Q2 | $707K | Hold |
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|
2018
Q1 | $677K | Buy |
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|
2017
Q4 | $700K | Buy |
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