Matrix Private Capital 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
Q2 | $118K | Buy |
|
|||||
|
2025
Q1 | $15.1K | Hold |
|
|||||
|
2024
Q4 | $15.5K | Sell |
|
|||||
|
2024
Q3 | $25.9K | Buy |
|
|||||
|
2024
Q2 | $14.5K | Hold |
|
|||||
|
2024
Q1 | $15K | Hold |
|
|||||
|
2023
Q4 | $14K | Hold |
|
|||||
|
2023
Q3 | $12.6K | Hold |
|
|||||
|
2023
Q2 | $13.2K | Hold |
|
|||||
|
2023
Q1 | $12.7K | Hold |
|
|||||
|
2022
Q4 | $12.6K | Hold |
|
|||||
|
2022
Q3 | $12K | Hold |
|
|||||
|
2022
Q2 | $12K | Hold |
|
|||||
|
2022
Q1 | $14K | Hold |
|
|||||
|
2021
Q4 | $15K | Hold |
|
|||||
|
2021
Q3 | $14K | Hold |
|
|||||
|
2021
Q2 | $14K | Hold |
|
|||||
|
2021
Q1 | $13K | Buy |
|
|||||
|
2020
Q4 | $9K | Hold |
|
|||||
|
2020
Q3 | $7K | Hold |
|
|||||
|
2020
Q2 | $7K | Buy |
|
|||||
|
2020
Q1 | $4K | Hold |
|
|||||
|
2019
Q4 | $6K | Buy |
|