NewEdge 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 | $7.92M | Buy |
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|
2025
Q1 | $6.79M | Sell |
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|
2024
Q4 | $6.99M | Buy |
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|
2024
Q3 | $6.96M | Buy |
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|
2024
Q2 | $6.21M | Buy |
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|
2024
Q1 | $5.95M | Sell |
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|
2023
Q4 | $6.2M | Sell |
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|
2023
Q3 | $13.5M | Buy |
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|
2023
Q2 | $12.5M | Sell |
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|
2023
Q1 | $13.9M | Sell |
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|
2022
Q4 | $14M | Buy |
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|
2022
Q3 | $9.19M | Buy |
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|
2022
Q2 | $8.68M | Buy |
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|
2022
Q1 | $7.55M | Sell |
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|
2021
Q4 | $8.31M | Buy |
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|
2021
Q3 | $4.77M | Buy |
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|
2021
Q2 | $345K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $248K | Buy |
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|
2019
Q3 | $231K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.86K | Buy |
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