Kanawha Capital Management’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 | $365K | Hold |
2,761
| – | – | 0.03% | 170 |
|
2025
Q1 | $348K | Sell |
2,761
-780
| -22% | -$98.3K | 0.03% | 173 |
|
2024
Q4 | $458K | Hold |
3,541
| – | – | 0.04% | 158 |
|
2024
Q3 | $468K | Hold |
3,541
| – | – | 0.03% | 167 |
|
2024
Q2 | $428K | Buy |
3,541
+1,846
| +109% | +$223K | 0.03% | 170 |
|
2024
Q1 | $212K | Sell |
1,695
-1,695
| -50% | -$212K | 0.02% | 214 |
|
2023
Q4 | $394K | Hold |
3,390
| – | – | 0.04% | 161 |
|
2023
Q3 | $354K | Hold |
3,390
| – | – | 0.03% | 165 |
|
2023
Q2 | $372K | Hold |
3,390
| – | – | 0.03% | 161 |
|
2023
Q1 | $360K | Hold |
3,390
| – | – | 0.03% | 166 |
|
2022
Q4 | $357K | Buy |
+3,390
| New | +$357K | 0.04% | 167 |
|