Kingsview Wealth 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 | $1.43M | Sell |
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2025
Q1 | $1.39M | Sell |
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2024
Q4 | $1.49M | Buy |
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2024
Q3 | $1.46M | Sell |
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2024
Q2 | $1.34M | Buy |
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2024
Q1 | $1.38M | Sell |
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2023
Q4 | $1.37M | Sell |
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2023
Q3 | $1.25M | Buy |
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2023
Q2 | $1.08M | Buy |
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2023
Q1 | $845K | Sell |
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2022
Q4 | $846K | Sell |
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2022
Q3 | $787K | Sell |
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2022
Q2 | $842K | Buy |
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2022
Q1 | $949K | Sell |
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2021
Q4 | $994K | Sell |
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2021
Q3 | $1.65M | Buy |
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2021
Q2 | $1.67M | Buy |
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2021
Q1 | $722K | Buy |
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2020
Q4 | $489K | Sell |
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2020
Q3 | $418K | Sell |
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2020
Q2 | $464K | Buy |
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2020
Q1 | $388K | Sell |
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2019
Q4 | $658K | Hold |
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2019
Q3 | $623K | Buy |
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2019
Q2 | $565K | Buy |
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2019
Q1 | $506K | Buy |
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2018
Q4 | $409K | Sell |
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2018
Q3 | $504K | Buy |
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