Regal 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
Q2 | $273K | Buy |
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|
2025
Q1 | $255K | Sell |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $293K | Sell |
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|
2024
Q2 | $330K | Sell |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $309K | Sell |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $290K | Buy |
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $278K | Sell |
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|
2022
Q1 | $342K | Sell |
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|
2021
Q4 | $527K | Buy |
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|
2021
Q3 | $301K | Buy |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $207K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $200K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $218K | Sell |
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|
2017
Q1 | $271K | Buy |
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|
2016
Q4 | $248K | Sell |
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|
2016
Q3 | $367K | Buy |
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|
2016
Q2 | $332K | Buy |
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|
2016
Q1 | $228K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $155K | Hold |
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|
2015
Q2 | $170K | Hold |
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|
2015
Q1 | $174K | Buy |
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|
2014
Q4 | $60K | Hold |
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|
2014
Q3 | $57K | Buy |
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|
2014
Q2 | $36K | Hold |
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|
2014
Q1 | $34K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $260K | Sell |
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|
2013
Q2 | $288K | Buy |
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