Pinion 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
Q3 | $537K | Buy |
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|
2025
Q2 | $357K | Sell |
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $414K | Buy |
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|
2024
Q2 | $358K | Sell |
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|
2024
Q1 | $539K | Buy |
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|
2023
Q4 | $453K | Buy |
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|
2023
Q3 | $321K | Hold |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $309K | Buy |
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|
2022
Q4 | $200K | Sell |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $335K | Buy |
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