Realta 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 | $101K | Buy |
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|
2025
Q2 | $58.5K | Sell |
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|
2025
Q1 | $121K | Buy |
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|
2024
Q4 | $104K | Buy |
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|
2024
Q3 | $3.46K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.58K | Sell |
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|
2022
Q3 | $17K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $0 | Hold |
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|
2019
Q3 | $0 | Sell |
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|
2019
Q2 | $30K | Sell |
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|
2019
Q1 | $159K | Buy |
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