Phillips Financial 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 | $628K | Hold |
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|
2025
Q2 | $594K | Sell |
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|
2025
Q1 | $603K | Sell |
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|
2024
Q4 | $628K | Hold |
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|
2024
Q3 | $643K | Hold |
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|
2024
Q2 | $587K | Buy |
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|
2024
Q1 | $596K | Sell |
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|
2023
Q4 | $576K | Hold |
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|
2023
Q3 | $517K | Hold |
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|
2023
Q2 | $544K | Hold |
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|
2023
Q1 | $526K | Hold |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $476K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $593K | Buy |
|