OneDigital Investment 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 | – | Sell |
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|
2025
Q1 | $228K | Sell |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $657K | Buy |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $528K | Buy |
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|
2023
Q4 | $488K | Buy |
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|
2023
Q3 | $399K | Buy |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $387K | Buy |
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|
2022
Q4 | $240K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $367K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $415K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $30K | Sell |
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|
2018
Q2 | $45K | Buy |
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|
2018
Q1 | $29K | Hold |
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|
2017
Q4 | $29K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $28K | Buy |
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