O'Shaughnessy Asset 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
Q2 | $329K | Sell |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $183K | Sell |
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|
2024
Q3 | $202K | Buy |
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|
2024
Q2 | $175K | Buy |
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|
2024
Q1 | $90K | Buy |
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|
2023
Q4 | $71.8K | Buy |
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|
2023
Q3 | $41.5K | Buy |
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|
2023
Q2 | $20.3K | Buy |
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|
2023
Q1 | $8.18K | Sell |
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|
2022
Q4 | $46.7K | Sell |
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|
2022
Q3 | $43K | Buy |
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|
2022
Q2 | $9K | Sell |
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|
2022
Q1 | $22K | Buy |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $15K | Buy |
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|
2021
Q1 | $11K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $0 | Buy |
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