J.W. Cole Advisors’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 | $778K | Buy |
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|
2025
Q1 | $278K | Sell |
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|
2024
Q4 | $422K | Sell |
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|
2024
Q3 | $434K | Buy |
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|
2024
Q2 | $315K | Sell |
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|
2024
Q1 | $338K | Sell |
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|
2023
Q4 | $319K | Buy |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $279K | Buy |
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|
2022
Q4 | $276K | Sell |
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|
2022
Q3 | $266K | Sell |
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|
2022
Q2 | $571K | Sell |
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|
2022
Q1 | $682K | Buy |
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|
2021
Q4 | $693K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $752K | Buy |
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|
2021
Q1 | $618K | Buy |
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|
2020
Q4 | $340K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $312K | Buy |
|