Kayne Anderson Rudnick Investment Management’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 | $1.18M | Sell |
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|
2025
Q1 | $1.29M | Sell |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $838K | Sell |
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|
2024
Q1 | $921K | Sell |
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|
2023
Q4 | $917K | Buy |
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|
2023
Q3 | $727K | Sell |
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|
2023
Q2 | $801K | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $850K | Sell |
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|
2022
Q2 | $901K | Sell |
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|
2022
Q1 | $1.14M | Sell |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $994K | Sell |
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|
2021
Q2 | $1.01M | Sell |
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|
2021
Q1 | $973K | Sell |
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|
2020
Q4 | $868K | Buy |
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|
2020
Q3 | $710K | Buy |
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|
2020
Q2 | $671K | Sell |
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|
2020
Q1 | $570K | Sell |
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|
2019
Q4 | $874K | Buy |
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|
2019
Q3 | $753K | Buy |
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|
2019
Q2 | $748K | Buy |
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|
2019
Q1 | $707K | Buy |
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|
2018
Q4 | $597K | Buy |
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|
2018
Q3 | $703K | Buy |
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|
2018
Q2 | $688K | Hold |
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|
2018
Q1 | $672K | Buy |
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|
2017
Q4 | $693K | Buy |
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|
2017
Q3 | $659K | Buy |
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|
2017
Q2 | $650K | Hold |
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|
2017
Q1 | $642K | Hold |
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|
2016
Q4 | $622K | Hold |
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|
2016
Q3 | $594K | Hold |
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|
2016
Q2 | $575K | Sell |
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|
2016
Q1 | $570K | Hold |
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|
2015
Q4 | $552K | Hold |
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|
2015
Q3 | $539K | Hold |
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|
2015
Q2 | $593K | Hold |
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|
2015
Q1 | $605K | Hold |
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|
2014
Q4 | $593K | Hold |
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|
2014
Q3 | $563K | Buy |
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|
2014
Q2 | $483K | Hold |
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|
2014
Q1 | $457K | Buy |
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|
2013
Q4 | $389K | Buy |
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|
2013
Q3 | $353K | Buy |
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|
2013
Q2 | $325K | Buy |
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