Maryland Capital Advisors’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 | $283K | Hold |
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|
2025
Q2 | $268K | Hold |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $262K | Hold |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $245K | Hold |
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|
2024
Q1 | $254K | Hold |
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|
2023
Q4 | $236K | Hold |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $223K | Hold |
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|
2023
Q1 | $215K | Hold |
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|
2022
Q4 | $214K | Hold |
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|
2022
Q3 | $195K | Hold |
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|
2022
Q2 | $206K | Hold |
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|
2022
Q1 | $243K | Hold |
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|
2021
Q4 | $248K | Buy |
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