Legacy Bridge’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 | $1.42M | Hold |
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|
2025
Q1 | $1.36M | Hold |
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|
2024
Q4 | $1.39M | Hold |
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|
2024
Q3 | $1.43M | Hold |
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|
2024
Q2 | $1.3M | Hold |
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|
2024
Q1 | $1.35M | Sell |
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|
2023
Q4 | $1.28M | Hold |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.22M | Hold |
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|
2023
Q1 | $1.18M | Hold |
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|
2022
Q4 | $1.17M | Hold |
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|
2022
Q3 | $1.07M | Hold |
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|
2022
Q2 | $1.13M | Hold |
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|
2022
Q1 | $1.33M | Hold |
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|
2021
Q4 | $1.36M | Buy |
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|
2021
Q3 | $1.15M | Hold |
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|
2021
Q2 | $1.16M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $895K | Hold |
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|
2020
Q3 | $746K | Hold |
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|
2020
Q2 | $706K | Hold |
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|
2020
Q1 | $592K | Buy |
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|
2019
Q4 | $714K | Hold |
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|
2019
Q3 | $675K | Hold |
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|
2019
Q2 | $671K | Hold |
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|
2019
Q1 | $654K | Hold |
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|
2018
Q4 | $575K | Buy |
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