MONECO Advisors’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 | $256K | Hold |
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|
2025
Q1 | $244K | Hold |
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|
2024
Q4 | $251K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $234K | Hold |
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|
2024
Q1 | $243K | Hold |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $202K | Hold |
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|
2023
Q2 | $213K | Sell |
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|
2023
Q1 | $230K | Sell |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $216K | Sell |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $247K | Buy |
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|
2021
Q4 | $242K | Buy |
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|
2021
Q3 | $234K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $233K | Buy |
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|
2019
Q3 | $216K | Sell |
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|
2019
Q2 | $217K | Buy |
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|
2019
Q1 | $211K | Buy |
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