Red Tortoise LLC’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 | $606K | Hold |
|
|||||
|
2025
Q2 | $574K | Hold |
|
|||||
|
2025
Q1 | $547K | Hold |
|
|||||
|
2024
Q4 | $562K | Hold |
|
|||||
|
2024
Q3 | $574K | Sell |
|
|||||
|
2024
Q2 | $528K | Hold |
|
|||||
|
2024
Q1 | $548K | Sell |
|
|||||
|
2023
Q4 | $511K | Buy |
|
|||||
|
2023
Q3 | $454K | Hold |
|
|||||
|
2023
Q2 | $478K | Buy |
|
|||||
|
2023
Q1 | $457K | Buy |
|
|||||
|
2022
Q4 | $451K | Buy |
|
|||||
|
2022
Q2 | $435K | Hold |
|
|||||
|
2022
Q1 | $513K | Hold |
|
|||||
|
2021
Q4 | $524K | Hold |
|
|||||
|
2021
Q3 | $412K | Buy |
|