Mutual 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 | $1.27M | Buy |
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|
2025
Q1 | $905K | Buy |
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|
2024
Q4 | $981K | Buy |
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|
2024
Q3 | $930K | Buy |
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|
2024
Q2 | $869K | Sell |
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|
2024
Q1 | $866K | Buy |
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|
2023
Q4 | $742K | Buy |
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|
2023
Q3 | $638K | Buy |
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|
2023
Q2 | $669K | Buy |
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|
2023
Q1 | $582K | Sell |
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|
2022
Q4 | $583K | Buy |
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|
2022
Q3 | $441K | Buy |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $262K | Buy |
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|
2021
Q3 | $219K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $527K | Buy |
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