Level Four Advisory Services’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 | $266K | Buy |
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|
2025
Q2 | $230K | Buy |
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|
2025
Q1 | $219K | Buy |
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|
2024
Q4 | $224K | Buy |
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|
2024
Q3 | $220K | Sell |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $256K | Hold |
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|
2023
Q4 | $256K | Buy |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $299K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $216K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $203K | Sell |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $225K | Sell |
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|
2019
Q3 | $219K | Hold |
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|
2019
Q2 | $217K | Sell |
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|
2019
Q1 | $258K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $257K | Sell |
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|
2018
Q2 | $27.8M | Buy |
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|
2018
Q1 | $27.1M | Sell |
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|
2017
Q4 | $31.1M | Buy |
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|
2017
Q3 | $29.7M | Buy |
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|
2017
Q2 | $293K | Sell |
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|
2017
Q1 | $28.5M | Sell |
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|
2016
Q4 | $27.6M | Buy |
|