Mission Wealth Management’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 | $337K | Buy |
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|
2025
Q2 | $305K | Sell |
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|
2025
Q1 | $293K | Buy |
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|
2024
Q4 | $270K | Sell |
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|
2024
Q3 | $280K | Buy |
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|
2024
Q2 | $256K | Sell |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | $218K | Sell |
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|
2023
Q2 | $328K | Buy |
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|
2023
Q1 | $312K | Buy |
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|
2022
Q4 | $309K | Sell |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $357K | Hold |
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|
2021
Q4 | $365K | Buy |
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|
2021
Q3 | $328K | Sell |
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|
2021
Q2 | $361K | Buy |
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|
2021
Q1 | $333K | Sell |
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|
2020
Q4 | $300K | Buy |
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|
2020
Q3 | $211K | Sell |
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|
2020
Q2 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $628K | Buy |
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|
2019
Q3 | $558K | Buy |
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|
2019
Q2 | $465K | Buy |
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|
2019
Q1 | $335K | Buy |
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|
2018
Q4 | $285K | Sell |
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|
2018
Q3 | $488K | Buy |
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|
2018
Q2 | $382K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $255K | Buy |
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