Kovack Advisors’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
Q4
$200K Buy
2015
Q4
Sell
2015
Q3
$918K Sell
2015
Q2
$1.38M Buy
2015
Q1
$1.39M Buy
2014
Q4
$930K Buy
2014
Q3
$844K Sell
2014
Q2
$924K Buy