Rehmann Capital Advisory Group’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 | $1.61M | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $1.62M | Buy |
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|
2024
Q3 | $1.61M | Sell |
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|
2024
Q2 | $1.49M | Buy |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.46M | Buy |
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|
2023
Q3 | $1.28M | Buy |
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|
2023
Q2 | $1.33M | Buy |
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|
2023
Q1 | $991K | Buy |
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|
2022
Q4 | $774K | Buy |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $359K | Buy |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $431K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $160K | Sell |
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|
2019
Q1 | $157K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $160K | Buy |
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|
2018
Q2 | $119K | Buy |
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|
2018
Q1 | $112K | Sell |
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|
2017
Q4 | $254K | Buy |
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|
2017
Q3 | $242K | Buy |
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|
2017
Q2 | $239K | Sell |
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|
2017
Q1 | $236K | Buy |
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|
2016
Q4 | $228K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $272K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $496K | Buy |
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|
2015
Q1 | $456K | Buy |
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|
2014
Q4 | $425K | Sell |
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|
2014
Q3 | $458K | Buy |
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|
2014
Q2 | $430K | Buy |
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|
2014
Q1 | $351K | Buy |
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|
2013
Q4 | $317K | Buy |
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|
2013
Q3 | $265K | Buy |
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