Investment Partners’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 | $4.97M | Buy |
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|
2025
Q1 | $4.3M | Sell |
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|
2024
Q4 | $4.59M | Buy |
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|
2024
Q3 | $4.5M | Sell |
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|
2024
Q2 | $4.33M | Sell |
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|
2024
Q1 | $4.56M | Buy |
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|
2023
Q4 | $4.2M | Buy |
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|
2023
Q3 | $3.75M | Buy |
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|
2023
Q2 | $3.68M | Buy |
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|
2023
Q1 | $3.56M | Buy |
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|
2022
Q4 | $3.52M | Sell |
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|
2022
Q3 | $3.42M | Buy |
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|
2022
Q2 | $3.1M | Sell |
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|
2022
Q1 | $3.79M | Buy |
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|
2021
Q4 | $3.68M | Buy |
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|
2021
Q3 | $3.3M | Buy |
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|
2021
Q2 | $3.24M | Buy |
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|
2021
Q1 | $2.74M | Buy |
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|
2020
Q4 | $2.21M | Buy |
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|
2020
Q3 | $1.8M | Sell |
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|
2020
Q2 | $2.67M | Buy |
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|
2020
Q1 | $2.21M | Sell |
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|
2019
Q4 | $3.28M | Sell |
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|
2019
Q3 | $3.14M | Sell |
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|
2019
Q2 | $3.15M | Sell |
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|
2019
Q1 | $3.08M | Buy |
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|
2018
Q4 | $2.51M | Sell |
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|
2018
Q3 | $5.87K | Buy |
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|
2018
Q2 | $2.91M | Buy |
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|
2018
Q1 | $2.76M | Buy |
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|
2017
Q4 | $2.43M | Sell |
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|
2017
Q3 | $2.32M | Buy |
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|
2017
Q2 | $2.28M | Buy |
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|
2017
Q1 | $2.19M | Buy |
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|
2016
Q4 | $2.1M | Sell |
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|
2016
Q3 | $2.03M | Buy |
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|
2016
Q2 | $1.85M | Buy |
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|
2016
Q1 | $1.61M | Buy |
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|
2015
Q4 | $1.58M | Buy |
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|
2015
Q3 | $1.51M | Buy |
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|
2015
Q2 | $1.64M | Buy |
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|
2015
Q1 | $1.65M | Buy |
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|
2014
Q4 | $1.59M | Buy |
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