Modera 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 | $6.75M | Sell |
|
|||||
|
2025
Q2 | $6.4M | Buy |
|
|||||
|
2025
Q1 | $6.09M | Sell |
|
|||||
|
2024
Q4 | $6.35M | Buy |
|
|||||
|
2024
Q3 | $4.35M | Buy |
|
|||||
|
2024
Q2 | $3.9M | Sell |
|
|||||
|
2024
Q1 | $4.09M | Buy |
|
|||||
|
2023
Q4 | $3.78M | Sell |
|
|||||
|
2023
Q3 | $3.43M | Sell |
|
|||||
|
2023
Q2 | $3.63M | Buy |
|
|||||
|
2023
Q1 | $220K | Hold |
|
|||||
|
2022
Q4 | $218K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $264K | Buy |
|
|||||
|
2021
Q4 | $229K | Buy |
|
|||||
|
2021
Q3 | $208K | Sell |
|
|||||
|
2021
Q2 | $234K | Sell |
|
|||||
|
2021
Q1 | $417K | Buy |
|
|||||
|
2020
Q4 | $200K | Buy |
|