Manchester Capital Management’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 | $578K | Hold |
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|
2025
Q1 | $551K | Hold |
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|
2024
Q4 | $566K | Hold |
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|
2024
Q3 | $579K | Hold |
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|
2024
Q2 | $528K | Hold |
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|
2024
Q1 | $548K | Hold |
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|
2023
Q4 | $509K | Hold |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $481K | Hold |
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|
2023
Q1 | $465K | Hold |
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|
2022
Q4 | $461K | Hold |
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|
2022
Q3 | $420K | Hold |
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|
2022
Q2 | $444K | Hold |
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|
2022
Q1 | $524K | Hold |
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|
2021
Q4 | $536K | Hold |
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|
2021
Q3 | $496K | Hold |
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|
2021
Q2 | $503K | Hold |
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|
2021
Q1 | $478K | Hold |
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|
2020
Q4 | $424K | Hold |
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|
2020
Q3 | $354K | Hold |
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|
2020
Q2 | $335K | Hold |
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|
2020
Q1 | $280K | Hold |
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|
2019
Q4 | $415K | Hold |
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|
2019
Q3 | $393K | Hold |
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|
2019
Q2 | $390K | Hold |
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|
2019
Q1 | $380K | Hold |
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|
2018
Q4 | $387K | Hold |
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|
2018
Q3 | $395K | Hold |
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|
2018
Q2 | $387K | Sell |
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|
2018
Q1 | $383K | Hold |
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|
2017
Q4 | $395K | Hold |
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|
2017
Q3 | $376K | Hold |
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|
2017
Q2 | $373K | Hold |
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|
2017
Q1 | $368K | Hold |
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|
2016
Q4 | $357K | Hold |
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|
2016
Q3 | $340K | Hold |
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|
2016
Q2 | $329K | Hold |
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|
2016
Q1 | $314K | Hold |
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|
2015
Q4 | $304K | Sell |
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|
2015
Q3 | $592K | Sell |
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|
2015
Q2 | $702K | Hold |
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|
2015
Q1 | $715K | Hold |
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|
2014
Q4 | $702K | Buy |
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|
2014
Q3 | $310K | Hold |
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|
2014
Q2 | $322K | Hold |
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|
2014
Q1 | $305K | Hold |
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|
2013
Q4 | $291K | Buy |
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|
2013
Q3 | $30K | Sell |
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|
2013
Q2 | $38K | Buy |
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