Peloton Wealth Strategists’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 | $1.87M | Sell |
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|
2025
Q2 | $1.86M | Buy |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $1.76M | Buy |
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|
2024
Q3 | $1.78M | Buy |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.68M | Buy |
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|
2023
Q4 | $1.45M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.58M | Buy |
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|
2021
Q2 | $1.6M | Buy |
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|
2021
Q1 | $1.5M | Buy |
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|
2020
Q4 | $1.21M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.59M | Buy |
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|
2019
Q2 | $1.57M | Buy |
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|
2019
Q1 | $1.47M | Buy |
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