Kestra Private Wealth Services’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
Q3 | $11.1M | Buy |
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|
2025
Q2 | $10.5M | Buy |
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|
2025
Q1 | $9.46M | Buy |
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|
2024
Q4 | $9.71M | Buy |
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|
2024
Q3 | $9.83M | Sell |
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|
2024
Q2 | $9.2M | Sell |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $9.46M | Sell |
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|
2023
Q3 | $8.54M | Buy |
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|
2023
Q2 | $8.95M | Buy |
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|
2023
Q1 | $8.04M | Buy |
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|
2022
Q4 | $5.89M | Buy |
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|
2022
Q3 | $5.15M | Buy |
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|
2022
Q2 | $5.22M | Buy |
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|
2022
Q1 | $5.92M | Buy |
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|
2021
Q4 | $4.99M | Buy |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $230K | Buy |
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|
2021
Q1 | $217K | Buy |
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