Means Investment Company’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 | $321K | Sell |
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|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $347K | Buy |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $364K | Sell |
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|
2024
Q2 | $352K | Sell |
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|
2024
Q1 | $376K | Sell |
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|
2023
Q4 | $367K | Buy |
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|
2023
Q3 | $329K | Hold |
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|
2023
Q2 | $346K | Buy |
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|
2023
Q1 | $335K | Sell |
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|
2022
Q4 | $336K | Buy |
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|
2022
Q3 | $306K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $428K | Buy |
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|
2021
Q4 | $436K | Sell |
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|
2021
Q3 | $406K | Buy |
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|
2021
Q2 | $411K | Buy |
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|
2021
Q1 | $390K | Buy |
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|
2020
Q4 | $370K | Buy |
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|
2020
Q3 | $305K | Buy |
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|
2020
Q2 | $295K | Buy |
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|
2020
Q1 | $239K | Buy |
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|
2019
Q4 | $337K | Buy |
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|
2019
Q3 | $320K | Buy |
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|
2019
Q2 | $311K | Buy |
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|
2019
Q1 | $300K | Buy |
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|
2018
Q4 | $228K | Buy |
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