Marotta Asset 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
Q3 | $226K | Hold |
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|
2025
Q2 | $214K | Sell |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $208K | Sell |
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|
2024
Q3 | $252K | Hold |
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|
2024
Q2 | $227K | Sell |
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|
2024
Q1 | $256K | Sell |
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|
2023
Q4 | $241K | Hold |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $227K | Buy |
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|
2022
Q4 | $232K | Hold |
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|
2022
Q3 | $212K | Sell |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $265K | Hold |
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|
2021
Q4 | $271K | Buy |
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|
2021
Q3 | $245K | Hold |
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|
2021
Q2 | $251K | Sell |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $228K | Buy |
|