Mather Group’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 | $5.23M | Buy |
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|
2025
Q2 | $4.94M | Sell |
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|
2025
Q1 | $4.72M | Sell |
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|
2024
Q4 | $4.84M | Hold |
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|
2024
Q3 | $4.95M | Buy |
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|
2024
Q2 | $4.66M | Buy |
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|
2024
Q1 | $4.15M | Sell |
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|
2023
Q4 | $4.28M | Buy |
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|
2023
Q3 | $3.81M | Buy |
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|
2023
Q2 | $3.98M | Sell |
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|
2023
Q1 | $3.86M | Sell |
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|
2022
Q4 | $3.85M | Buy |
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|
2022
Q3 | $3.48M | Sell |
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|
2022
Q2 | $4.15M | Sell |
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|
2022
Q1 | $4.89M | Buy |
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|
2021
Q4 | $4.75M | Buy |
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