Lowe Brockenbrough & Co’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 | $432K | Buy |
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|
2025
Q2 | $405K | Sell |
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|
2025
Q1 | $613K | Buy |
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|
2024
Q4 | $626K | Sell |
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|
2024
Q3 | $682K | Sell |
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|
2024
Q2 | $634K | Hold |
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|
2024
Q1 | $659K | Buy |
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|
2023
Q4 | $588K | Hold |
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|
2023
Q3 | $530K | Sell |
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|
2023
Q2 | $577K | Hold |
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|
2023
Q1 | $557K | Hold |
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|
2022
Q4 | $553K | Hold |
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|
2022
Q3 | $504K | Hold |
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|
2022
Q2 | $533K | Sell |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $2.44M | Buy |
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|
2021
Q3 | $583K | Hold |
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|
2021
Q2 | $592K | Buy |
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|
2021
Q1 | $341K | Buy |
|