Legacy 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
Q2 | – | Sell |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $217K | Hold |
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|
2024
Q3 | $222K | Hold |
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|
2024
Q2 | $203K | Hold |
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|
2024
Q1 | $211K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $145K | Hold |
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|
2019
Q1 | $141K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $148K | Hold |
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|
2018
Q2 | $144K | Hold |
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|
2018
Q1 | $141K | Buy |
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|
2017
Q4 | $87K | Hold |
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|
2017
Q3 | $83K | Buy |
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