RDA Financial Network’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 | $316K | Hold |
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|
2025
Q2 | $299K | Hold |
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|
2025
Q1 | $285K | Hold |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $268K | Sell |
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|
2023
Q4 | $250K | Hold |
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|
2023
Q3 | $224K | Hold |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $280K | Hold |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $269K | Hold |
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|
2021
Q1 | $256K | Sell |
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|
2020
Q4 | $227K | Sell |
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|
2020
Q3 | $212K | Sell |
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|
2020
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $247K | Hold |
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|
2019
Q3 | $242K | Sell |
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|
2019
Q2 | $249K | Sell |
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|
2019
Q1 | $248K | Buy |
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