Montag & Associates’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 | – | Sell |
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|
2025
Q2 | $23.3K | Hold |
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|
2025
Q1 | $22.2K | Hold |
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|
2024
Q4 | $22.8K | Sell |
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|
2024
Q3 | $58.2K | Sell |
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|
2024
Q2 | $575K | Hold |
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|
2024
Q1 | $597K | Hold |
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|
2023
Q4 | $554K | Sell |
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|
2023
Q3 | $608K | Hold |
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|
2023
Q2 | $637K | Sell |
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|
2023
Q1 | $629K | Buy |
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|
2022
Q4 | $169K | Buy |
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|
2022
Q3 | $142K | Buy |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $52K | Buy |
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|
2021
Q4 | $49K | Buy |
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|
2021
Q3 | $45K | Hold |
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|
2021
Q2 | $45K | Hold |
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|
2021
Q1 | $43K | Hold |
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|
2020
Q4 | $38K | Buy |
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