Joel Isaacson & Co’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 | $310K | Sell |
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|
2025
Q1 | $305K | Buy |
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|
2024
Q4 | $313K | Buy |
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|
2024
Q3 | $319K | Buy |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $227K | Buy |
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|
2023
Q4 | $210K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $43K | Hold |
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|
2016
Q3 | $41K | Hold |
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|
2016
Q2 | $40K | Hold |
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|
2016
Q1 | $38K | Buy |
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|
2015
Q4 | $30K | Hold |
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|
2015
Q3 | $29K | Hold |
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|
2015
Q2 | $32K | Buy |
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|
2015
Q1 | $18K | Hold |
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|
2014
Q4 | $18K | Buy |
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