Orion Portfolio Solutions’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
Q1 | $1.63M | Sell |
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|
2024
Q4 | $7.07M | Buy |
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|
2024
Q3 | $1.62M | Buy |
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|
2024
Q2 | $1.13M | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $3.94M | Buy |
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|
2023
Q3 | $935K | Sell |
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|
2023
Q2 | $2.55M | Sell |
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|
2023
Q1 | $2.72M | Buy |
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|
2022
Q4 | $2.29M | Sell |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $2.17M | Buy |
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|
2022
Q1 | $2.07M | Buy |
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|
2021
Q4 | $1.5M | Sell |
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|
2021
Q3 | $1.44M | Buy |
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|
2021
Q2 | $1.44M | Buy |
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|
2021
Q1 | $1.37M | Sell |
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|
2020
Q4 | $1.34M | Sell |
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|
2020
Q3 | $1.14M | Buy |
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|
2020
Q2 | $683K | Sell |
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|
2020
Q1 | $691K | Sell |
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|
2019
Q4 | $5.3M | Buy |
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