Marshall Financial Group (Pennsylvania)’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 | $478K | Buy |
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|
2025
Q2 | $435K | Buy |
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|
2025
Q1 | $414K | Buy |
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|
2024
Q4 | $424K | Buy |
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|
2024
Q3 | $431K | Buy |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $406K | Buy |
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|
2023
Q4 | $376K | Buy |
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|
2023
Q3 | $334K | Hold |
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|
2023
Q2 | $352K | Buy |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $371K | Buy |
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|
2022
Q3 | $338K | Hold |
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|
2022
Q2 | $357K | Hold |
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|
2022
Q1 | $421K | Sell |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $398K | Buy |
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|
2021
Q2 | $305K | Buy |
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|
2021
Q1 | $289K | Hold |
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|
2020
Q4 | $257K | Buy |
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|
2020
Q3 | $214K | Buy |
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|
2020
Q2 | $202K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $300K | Hold |
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|
2019
Q3 | $284K | Hold |
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|
2019
Q2 | $282K | Hold |
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|
2019
Q1 | $275K | Hold |
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|
2018
Q4 | $242K | Buy |
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