Investors Research Corp’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 | $42.9K | Hold |
325
| – | – | 0.01% | 491 |
|
|
2025
Q1 | $40.9K | Buy |
325
+66
| +25% | +$8.31K | 0.01% | 485 |
|
|
2024
Q4 | $33.5K | Hold |
259
| – | – | 0.01% | 522 |
|
|
2024
Q3 | $34.3K | Hold |
259
| – | – | 0.01% | 530 |
|
|
2024
Q2 | $31.3K | Hold |
259
| – | – | 0.01% | 564 |
|
|
2024
Q1 | $32.5K | Hold |
259
| – | – | 0.01% | 555 |
|
|
2023
Q4 | $30.1K | Hold |
259
| – | – | 0.01% | 575 |
|
|
2023
Q3 | $27K | Hold |
259
| – | – | 0.01% | 596 |
|
|
2023
Q2 | $28.4K | Hold |
259
| – | – | 0.01% | 597 |
|
|
2023
Q1 | $27.5K | Hold |
259
| – | – | 0.01% | 613 |
|
|
2022
Q4 | $27.3K | Hold |
259
| – | – | 0.01% | 612 |
|
|
2022
Q3 | $25K | Hold |
259
| – | – | 0.01% | 601 |
|
|
2022
Q2 | $26K | Hold |
259
| – | – | 0.01% | 604 |
|
|
2022
Q1 | $31K | Hold |
259
| – | – | 0.01% | 584 |
|
|
2021
Q4 | $32K | Hold |
259
| – | – | 0.01% | 587 |
|
|
2021
Q3 | $29K | Hold |
259
| – | – | 0.01% | 607 |
|
|
2021
Q2 | $30K | Hold |
259
| – | – | 0.01% | 607 |
|
|
2021
Q1 | $28K | Hold |
259
| – | – | 0.01% | 619 |
|
|
2020
Q4 | $25K | Hold |
259
| – | – | 0.01% | 679 |
|
|
2020
Q3 | $21K | Hold |
259
| – | – | 0.01% | 680 |
|
|
2020
Q2 | $20K | Hold |
259
| – | – | 0.01% | 679 |
|
|
2020
Q1 | $17K | Buy |
259
+143
| +123% | +$9.39K | 0.01% | 650 |
|
|
2019
Q4 | $11K | Hold |
116
| – | – | 0.01% | 828 |
|
|
2019
Q3 | $10K | Hold |
116
| – | – | 0.01% | 845 |
|
|
2019
Q2 | $10K | Hold |
116
| – | – | 0.01% | 799 |
|
|
2019
Q1 | $10K | Buy |
+116
| New | +$10K | 0.01% | 792 |
|