SageView 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
Q3 | $1.45M | Sell |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $1.93M | Sell |
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|
2024
Q4 | $2.09M | Buy |
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|
2024
Q3 | $2.06M | Sell |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $1.1M | Sell |
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|
2023
Q4 | $487K | Buy |
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|
2023
Q3 | $393K | Sell |
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|
2023
Q2 | $415K | Buy |
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|
2023
Q1 | $296K | Buy |
|