KMG Fiduciary Partners’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 | $7.07M | Buy |
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|
2025
Q2 | $6.65M | Buy |
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|
2025
Q1 | $6.03M | Buy |
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|
2024
Q4 | $5.66M | Buy |
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|
2024
Q3 | $5.56M | Buy |
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|
2024
Q2 | $2.88M | Buy |
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|
2024
Q1 | $2.35M | Sell |
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|
2023
Q4 | $2.33M | Sell |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.46M | Sell |
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|
2023
Q1 | $2.94M | Sell |
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|
2022
Q4 | $3.02M | Sell |
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|
2022
Q3 | $2.96M | Sell |
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|
2022
Q2 | $4.52M | Sell |
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|
2022
Q1 | $5.62M | Sell |
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|
2021
Q4 | $6.3M | Sell |
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|
2021
Q3 | $6.26M | Sell |
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|
2021
Q2 | $6.78M | Buy |
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|
2021
Q1 | $6.31M | Buy |
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|
2020
Q4 | $5.05M | Sell |
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|
2020
Q3 | $4.29M | Sell |
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|
2020
Q2 | $4.45M | Sell |
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|
2020
Q1 | $4.22M | Sell |
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|
2019
Q4 | $6.39M | Buy |
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|
2019
Q3 | $5.9M | Buy |
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|
2019
Q2 | $5.8M | Buy |
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|
2019
Q1 | $5.5M | Buy |
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|
2018
Q4 | $4.68M | Buy |
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