North Star Investment Management’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 | $69K | Hold |
|
|||||
|
2025
Q2 | $65.3K | Hold |
|
|||||
|
2025
Q1 | $62.2K | Hold |
|
|||||
|
2024
Q4 | $63.9K | Hold |
|
|||||
|
2024
Q3 | $65.3K | Sell |
|
|||||
|
2024
Q2 | $90K | Hold |
|
|||||
|
2024
Q1 | $93.4K | Buy |
|
|||||
|
2023
Q4 | $80.4K | Hold |
|
|||||
|
2023
Q3 | $72.1K | Hold |
|
|||||
|
2023
Q2 | $75.9K | Hold |
|
|||||
|
2023
Q1 | $73.4K | Hold |
|
|||||
|
2022
Q4 | $72.8K | Hold |
|
|||||
|
2022
Q3 | $66K | Hold |
|
|||||
|
2022
Q2 | $70K | Hold |
|
|||||
|
2022
Q1 | $83K | Hold |
|
|||||
|
2021
Q4 | $85K | Buy |
|
|||||
|
2021
Q3 | $28K | Hold |
|
|||||
|
2021
Q2 | $29K | Buy |
|