Intergy Private Wealth’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 | $967K | Sell |
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|
2025
Q2 | $927K | Sell |
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|
2025
Q1 | $894K | Sell |
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|
2024
Q4 | $919K | Buy |
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|
2024
Q3 | $939K | Sell |
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|
2024
Q2 | $868K | Sell |
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|
2024
Q1 | $902K | Buy |
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|
2023
Q4 | $837K | Buy |
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|
2023
Q3 | $565K | Sell |
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|
2023
Q2 | $614K | Sell |
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|
2023
Q1 | $680K | Buy |
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|
2022
Q4 | $579K | Sell |
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|
2022
Q3 | $724K | Buy |
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