Money Concepts Capital’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 | $61.1M | Buy |
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|
2025
Q2 | $56.8M | Buy |
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|
2025
Q1 | $53.3M | Buy |
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|
2024
Q4 | $48.9M | Buy |
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|
2024
Q3 | $46.6M | Buy |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $2.82M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $72.5K | Buy |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $5K | Sell |
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|
2022
Q1 | $53K | Buy |
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|
2021
Q4 | $6K | Buy |
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|
2021
Q1 | $6K | Sell |
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|
2020
Q4 | $12K | Buy |
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