Ironwood Investment Counsel’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 | $357K | Buy |
2,698
+725
| +37% | +$95.8K | 0.06% | 194 |
|
|
2025
Q1 | $249K | Hold |
1,973
| – | – | 0.04% | 213 |
|
|
2024
Q4 | $255K | Hold |
1,973
| – | – | 0.04% | 215 |
|
|
2024
Q3 | $261K | Hold |
1,973
| – | – | 0.04% | 223 |
|
|
2024
Q2 | $238K | Hold |
1,973
| – | – | 0.04% | 230 |
|
|
2024
Q1 | $247K | Hold |
1,973
| – | – | 0.04% | 232 |
|
|
2023
Q4 | $229K | Hold |
1,973
| – | – | 0.04% | 227 |
|
|
2023
Q3 | $206K | Hold |
1,973
| – | – | 0.04% | 232 |
|
|
2023
Q2 | $217K | Hold |
1,973
| – | – | 0.05% | 193 |
|
|
2023
Q1 | $210K | Sell |
1,973
-32
| -2% | -$3.4K | 0.05% | 198 |
|
|
2022
Q4 | $211K | Buy |
+2,005
| New | +$211K | 0.05% | 197 |
|
|
2022
Q1 | – | Sell |
-1,653
| Closed | -$202K | – | 220 |
|
|
2021
Q4 | $202K | Buy |
+1,653
| New | +$202K | 0.05% | 208 |
|