MYCIO Wealth Partners’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 | $797K | Buy |
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|
2025
Q1 | $757K | Buy |
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|
2024
Q4 | $775K | Buy |
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|
2024
Q3 | $788K | Buy |
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|
2024
Q2 | $717K | Buy |
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|
2024
Q1 | $742K | Sell |
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|
2023
Q4 | $736K | Buy |
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|
2023
Q3 | $657K | Buy |
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|
2023
Q2 | $688K | Buy |
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|
2023
Q1 | $663K | Buy |
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|
2022
Q4 | $654K | Buy |
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|
2022
Q3 | $590K | Hold |
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|
2022
Q2 | $623K | Buy |
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|
2022
Q1 | $732K | Buy |
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|
2021
Q4 | $745K | Buy |
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|
2021
Q3 | $684K | Hold |
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|
2021
Q2 | $694K | Buy |
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|
2021
Q1 | $656K | Hold |
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|
2020
Q4 | $582K | Buy |
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|
2020
Q3 | $483K | Sell |
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|
2020
Q2 | $475K | Buy |
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|
2020
Q1 | $392K | Sell |
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|
2019
Q4 | $8.68M | Sell |
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|
2019
Q3 | $8.28M | Buy |
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|
2019
Q2 | $8.2M | Buy |
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|
2019
Q1 | $7.97M | Sell |
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|
2018
Q4 | $7.04M | Buy |
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|
2018
Q3 | $1.52M | Buy |
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|
2018
Q2 | $1.39M | Buy |
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|
2018
Q1 | $1.33M | Sell |
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|
2017
Q4 | $1.38M | Buy |
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|
2017
Q3 | $1.28M | Buy |
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|
2017
Q2 | $1.22M | Buy |
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|
2017
Q1 | $1.15M | Buy |
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|
2016
Q4 | $1.11M | Buy |
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|
2016
Q3 | $800K | Buy |
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|
2016
Q2 | $771K | Hold |
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|
2016
Q1 | $736K | Sell |
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|
2015
Q4 | $1.14M | Buy |
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|
2015
Q3 | $24K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $21K | Hold |
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|
2014
Q3 | $20K | Hold |
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|
2014
Q2 | $20K | Hold |
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|
2014
Q1 | $19K | Hold |
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|
2013
Q4 | $18K | Hold |
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|
2013
Q3 | $17K | Hold |
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|
2013
Q2 | $16K | Buy |
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