Ritholtz Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Ritholtz Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$302K	Buy
2018 Q4	–	Sell
2018 Q3	$366K	Sell
2018 Q2	$481K	Sell
2018 Q1	$495K	Sell
2017 Q4	$10.3M	Buy
2017 Q3	$9.02M	Buy
2017 Q2	$8.4M	Buy
2016 Q4	$10M	Buy