Retirement Income Solutions’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 | $635K | Hold |
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|
2025
Q2 | $601K | Hold |
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|
2025
Q1 | $573K | Sell |
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|
2024
Q4 | $642K | Sell |
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|
2024
Q3 | $777K | Hold |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $946K | Sell |
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|
2023
Q4 | $902K | Buy |
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|
2023
Q3 | $787K | Sell |
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|
2023
Q2 | $855K | Hold |
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|
2023
Q1 | $827K | Buy |
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|
2022
Q4 | $817K | Buy |
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|
2022
Q3 | $750K | Hold |
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|
2022
Q2 | $787K | Sell |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $329K | Hold |
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|
2021
Q2 | $334K | Hold |
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|
2021
Q1 | $318K | Hold |
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|
2020
Q4 | $282K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $243K | Hold |
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|
2019
Q4 | $360K | Sell |
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|
2019
Q3 | $428K | Hold |
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|
2019
Q2 | $425K | Buy |
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|
2019
Q1 | $243K | Hold |
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|
2018
Q4 | $213K | Hold |
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|
2018
Q3 | $252K | Hold |
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|
2018
Q2 | $247K | Buy |
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