LPL Financial’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 | $154M | Buy |
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|
2025
Q1 | $146M | Buy |
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|
2024
Q4 | $143M | Buy |
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|
2024
Q3 | $131M | Buy |
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|
2024
Q2 | $106M | Buy |
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|
2024
Q1 | $105M | Sell |
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|
2023
Q4 | $101M | Sell |
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|
2023
Q3 | $93.9M | Buy |
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|
2023
Q2 | $98.3M | Sell |
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|
2023
Q1 | $96.2M | Buy |
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|
2022
Q4 | $95.3M | Buy |
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|
2022
Q3 | $84.6M | Sell |
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|
2022
Q2 | $93.4M | Buy |
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|
2022
Q1 | $106M | Sell |
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|
2021
Q4 | $108M | Buy |
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|
2021
Q3 | $94.3M | Buy |
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|
2021
Q2 | $90.1M | Buy |
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|
2021
Q1 | $79.9M | Buy |
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|
2020
Q4 | $62.6M | Buy |
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|
2020
Q3 | $51.5M | Sell |
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|
2020
Q2 | $49M | Sell |
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|
2020
Q1 | $41.4M | Sell |
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|
2019
Q4 | $64.5M | Buy |
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|
2019
Q3 | $59.4M | Sell |
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|
2019
Q2 | $59M | Sell |
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|
2019
Q1 | $63.9M | Buy |
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|
2018
Q4 | $55.1M | Buy |
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|
2018
Q3 | $64.4M | Buy |
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|
2018
Q2 | $62M | Buy |
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|
2018
Q1 | $59.3M | Sell |
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|
2017
Q4 | $64.6M | Sell |
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|
2017
Q3 | $63M | Sell |
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|
2017
Q2 | $68.1M | Buy |
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|
2017
Q1 | $2.79M | Sell |
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|
2016
Q4 | $2.92M | Sell |
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|
2016
Q3 | $8.46M | Sell |
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|
2016
Q2 | $13.9M | Sell |
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|
2016
Q1 | $115M | Buy |
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|
2015
Q4 | $111M | Buy |
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|
2015
Q3 | $64M | Sell |
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|
2015
Q2 | $68.1M | Buy |
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|
2015
Q1 | $67.5M | Buy |
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|
2014
Q4 | $58.6M | Buy |
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|
2014
Q3 | $50.4M | Sell |
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|
2014
Q2 | $56.2M | Buy |
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|
2014
Q1 | $48.1M | Buy |
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|
2013
Q4 | $45.8M | Buy |
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|
2013
Q3 | $41.6M | Buy |
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|
2013
Q2 | $35.9M | Buy |
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