Pinnacle Associates’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 | $452K | Hold |
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|
2025
Q2 | $427K | Sell |
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|
2025
Q1 | $416K | Buy |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $323K | Sell |
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $366K | Buy |
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|
2023
Q4 | $323K | Hold |
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|
2023
Q3 | $290K | Hold |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $295K | Sell |
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|
2022
Q4 | $299K | Buy |
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|
2022
Q3 | $267K | Hold |
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|
2022
Q2 | $282K | Hold |
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|
2022
Q1 | $332K | Hold |
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|
2021
Q4 | $340K | Hold |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $319K | Hold |
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|
2021
Q1 | $303K | Sell |
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|
2020
Q4 | $294K | Buy |
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|
2020
Q3 | $232K | Hold |
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|
2020
Q2 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $358K | Buy |
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|
2018
Q2 | $312K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $230K | Hold |
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|
2015
Q2 | $253K | Sell |
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|
2015
Q1 | $306K | Hold |
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|
2014
Q4 | $300K | Hold |
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|
2014
Q3 | $285K | Sell |
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|
2014
Q2 | $307K | Buy |
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|
2014
Q1 | $280K | Sell |
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|
2013
Q4 | $291K | Buy |
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