Kovitz Investment Group 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
Q2 | $2.91M | Buy |
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|
2025
Q1 | $2.77M | Sell |
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|
2024
Q4 | $2.89M | Buy |
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|
2024
Q3 | $1.3M | Sell |
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|
2024
Q2 | $2.53M | Buy |
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|
2024
Q1 | $1.29M | Buy |
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|
2023
Q4 | $1.05M | Sell |
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|
2023
Q3 | $946K | Sell |
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|
2023
Q2 | $999K | Hold |
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|
2023
Q1 | $966K | Buy |
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|
2022
Q4 | $852K | Sell |
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|
2022
Q3 | $878K | Buy |
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|
2022
Q2 | $929K | Sell |
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|
2022
Q1 | $1.24M | Sell |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.23M | Sell |
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|
2021
Q2 | $1.42M | Sell |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.34M | Sell |
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|
2020
Q3 | $1.2M | Sell |
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|
2020
Q2 | $1.19M | Sell |
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|
2020
Q1 | $1.57M | Sell |
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|
2019
Q4 | $2.62M | Sell |
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|
2019
Q3 | $2.56M | Sell |
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|
2019
Q2 | $2.58M | Sell |
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|
2019
Q1 | $2.59M | Buy |
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|
2018
Q4 | $233K | Sell |
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|
2018
Q3 | $293K | Hold |
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|
2018
Q2 | $287K | Hold |
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|
2018
Q1 | $281K | Buy |
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|
2017
Q4 | $272 | Hold |
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|
2017
Q3 | $260K | Hold |
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|
2017
Q2 | $257K | Hold |
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|
2017
Q1 | $254K | Sell |
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|
2016
Q4 | $326K | Hold |
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|
2016
Q3 | $311K | Buy |
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