Roman Butler Fullerton & Co’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 | $382K | Buy |
|
|||||
|
2025
Q2 | $379K | Buy |
|
|||||
|
2025
Q1 | $255K | Buy |
|
|||||
|
2024
Q4 | $288K | Sell |
|
|||||
|
2024
Q3 | $287K | Sell |
|
|||||
|
2024
Q2 | $271K | Sell |
|
|||||
|
2024
Q1 | $281K | Sell |
|
|||||
|
2023
Q4 | $285K | Sell |
|
|||||
|
2023
Q3 | $393K | Buy |
|
|||||
|
2023
Q2 | $430K | Sell |
|
|||||
|
2023
Q1 | $400K | Buy |
|
|||||
|
2022
Q4 | $293K | Buy |
|
|||||
|
2022
Q3 | $249K | Sell |
|
|||||
|
2022
Q2 | $267K | Sell |
|
|||||
|
2022
Q1 | $329K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $337K | Buy |
|
|||||
|
2021
Q2 | $327K | Buy |
|
|||||
|
2021
Q1 | $320K | Sell |
|
|||||
|
2020
Q4 | $283K | Buy |
|
|||||
|
2020
Q3 | $236K | Sell |
|
|||||
|
2020
Q2 | $237K | Sell |
|
|||||
|
2020
Q1 | $201K | Sell |
|
|||||
|
2019
Q4 | $373K | Sell |
|
|||||
|
2019
Q3 | $372K | Buy |
|
|||||
|
2019
Q2 | $350K | Sell |
|
|||||
|
2019
Q1 | $351K | Sell |
|
|||||
|
2018
Q4 | $329K | Buy |
|