N.E.W. Advisory Services’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 | $399K | Hold |
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|
2025
Q1 | $381K | Hold |
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|
2024
Q4 | $391K | Hold |
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|
2024
Q3 | $400K | Sell |
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|
2024
Q2 | $437K | Hold |
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|
2024
Q1 | $453K | Hold |
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|
2023
Q4 | $420K | Hold |
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|
2023
Q3 | $377K | Sell |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $506K | Hold |
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|
2022
Q4 | $502K | Sell |
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|
2022
Q3 | $475K | Hold |
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|
2022
Q2 | $503K | Sell |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $822K | Sell |
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|
2021
Q3 | $849K | Sell |
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|
2021
Q2 | $962K | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.35M | Buy |
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