McKinley Carter Wealth Services’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 | $400K | Sell |
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2025
Q1 | $398K | Sell |
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2024
Q4 | $416K | Buy |
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2024
Q3 | $412K | Sell |
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2024
Q2 | $554K | Sell |
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2024
Q1 | $653K | Buy |
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2023
Q4 | $474K | Sell |
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2023
Q3 | $556K | Sell |
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2023
Q2 | $644K | Sell |
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2023
Q1 | $943K | Sell |
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2022
Q4 | $1.22M | Sell |
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2022
Q3 | $1.65M | Sell |
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2022
Q2 | $9.42M | Buy |
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2022
Q1 | $11M | Buy |
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2021
Q4 | $10.9M | Buy |
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2021
Q3 | $9.52M | Buy |
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2021
Q2 | $9.37M | Buy |
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2021
Q1 | $6.5M | Sell |
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2020
Q4 | $6.23M | Buy |
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2020
Q3 | $4.14M | Buy |
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2020
Q2 | $203K | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $804K | Sell |
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2019
Q3 | $941K | Buy |
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2019
Q2 | $827K | Sell |
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2019
Q1 | $899K | Hold |
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2018
Q4 | $791K | Sell |
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2018
Q3 | $952K | Sell |
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2018
Q2 | $942K | Buy |
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2018
Q1 | $861K | Buy |
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2017
Q4 | $820K | Sell |
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2017
Q3 | $792K | Sell |
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2017
Q2 | $785K | Sell |
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2017
Q1 | $786K | Buy |
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2016
Q4 | $708K | Buy |
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2016
Q3 | $605K | Buy |
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2016
Q2 | $474K | Buy |
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2016
Q1 | $278K | Buy |
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2015
Q4 | $268K | Buy |
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2015
Q3 | $261K | Sell |
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2015
Q2 | $296K | Buy |
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2015
Q1 | $292K | Buy |
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2014
Q4 | $285K | Sell |
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2014
Q3 | $277K | Buy |
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2014
Q2 | $286K | Hold |
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2014
Q1 | $270K | Sell |
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2013
Q4 | $267K | Sell |
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2013
Q3 | $290K | Sell |
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2013
Q2 | $336K | Buy |
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