Lloyd 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 | $413K | Sell |
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|
2025
Q2 | $405K | Buy |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $328K | Buy |
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|
2024
Q3 | $335K | Sell |
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|
2024
Q2 | $307K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $297K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $359K | Buy |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $326K | Sell |
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|
2021
Q1 | $317K | Sell |
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|
2020
Q4 | $299K | Sell |
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|
2020
Q3 | $255K | Sell |
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|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | $221K | Buy |
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