Lindbrook Capital’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.76K | Hold |
14
| – | – | ﹤0.01% | 2318 |
|
|
2024
Q4 | $1.81K | Hold |
14
| – | – | ﹤0.01% | 2335 |
|
|
2024
Q3 | $1.85K | Hold |
14
| – | – | ﹤0.01% | 2370 |
|
|
2024
Q2 | $1.69K | Hold |
14
| – | – | ﹤0.01% | 2396 |
|
|
2024
Q1 | $1.76K | Hold |
14
| – | – | ﹤0.01% | 2291 |
|
|
2023
Q4 | $1.63K | Hold |
14
| – | – | ﹤0.01% | 2332 |
|
|
2023
Q3 | $1.46K | Sell |
14
-38
| -73% | -$3.97K | ﹤0.01% | 2232 |
|
|
2023
Q2 | $5.71K | Buy |
52
+19
| +58% | +$2.09K | ﹤0.01% | 1747 |
|
|
2023
Q1 | $3.51K | Hold |
33
| – | – | ﹤0.01% | 2008 |
|
|
2022
Q4 | $3.48K | Buy |
33
+19
| +136% | +$2K | ﹤0.01% | 1986 |
|
|
2022
Q3 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2365 |
|
|
2021
Q3 | – | Sell |
-38
| Closed | -$4K | – | 1932 |
|
|
2021
Q2 | $4K | Hold |
38
| – | – | ﹤0.01% | 1365 |
|
|
2021
Q1 | $4K | Hold |
38
| – | – | ﹤0.01% | 1329 |
|
|
2020
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 1254 |
|
|
2020
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 1279 |
|
|
2020
Q2 | $3K | Hold |
38
| – | – | ﹤0.01% | 1263 |
|
|
2020
Q1 | $2K | Hold |
38
| – | – | ﹤0.01% | 1296 |
|
|
2019
Q4 | $4K | Hold |
38
| – | – | ﹤0.01% | 1151 |
|
|
2019
Q3 | $3K | Hold |
38
| – | – | ﹤0.01% | 1181 |
|
|
2019
Q2 | $3K | Sell |
38
-18
| -32% | -$1.42K | ﹤0.01% | 1151 |
|
|
2019
Q1 | $4K | Hold |
56
| – | – | ﹤0.01% | 1114 |
|
|
2018
Q4 | $4K | Buy |
+56
| New | +$4K | ﹤0.01% | 1061 |
|