Salem Investment Counselors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Hold |
144
| – | – | ﹤0.01% | 729 |
|
|
2025
Q1 | $18.1K | Hold |
144
| – | – | ﹤0.01% | 725 |
|
|
2024
Q4 | $18.6K | Hold |
144
| – | – | ﹤0.01% | 729 |
|
|
2024
Q3 | $19K | Hold |
144
| – | – | ﹤0.01% | 738 |
|
|
2024
Q2 | $17.4K | Buy |
144
+69
| +92% | +$8.33K | ﹤0.01% | 742 |
|
|
2024
Q1 | $9.4K | Hold |
75
| – | – | ﹤0.01% | 846 |
|
|
2023
Q4 | $8.72K | Hold |
75
| – | – | ﹤0.01% | 841 |
|
|
2023
Q3 | $7.87K | Hold |
75
| – | – | ﹤0.01% | 836 |
|
|
2023
Q2 | $8.24K | Hold |
75
| – | – | ﹤0.01% | 857 |
|
|
2023
Q1 | $7.97K | Hold |
75
| – | – | ﹤0.01% | 854 |
|
|
2022
Q4 | $7.9K | Hold |
75
| – | – | ﹤0.01% | 824 |
|
|
2022
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 817 |
|
|
2022
Q2 | $8K | Hold |
75
| – | – | ﹤0.01% | 817 |
|
|
2022
Q1 | $9K | Sell |
75
-1,186
| -94% | -$142K | ﹤0.01% | 770 |
|
|
2021
Q4 | $154K | Sell |
1,261
-45
| -3% | -$5.5K | 0.01% | 400 |
|
|
2021
Q3 | $148K | Buy |
1,306
+1,231
| +1,641% | +$140K | 0.01% | 370 |
|
|
2021
Q2 | $9K | Hold |
75
| – | – | ﹤0.01% | 732 |
|
|
2021
Q1 | $8K | Sell |
75
-75
| -50% | -$8K | ﹤0.01% | 713 |
|
|
2020
Q4 | $15K | Buy |
150
+75
| +100% | +$7.5K | ﹤0.01% | 606 |
|
|
2020
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 599 |
|
|
2020
Q2 | $6K | Sell |
75
-203
| -73% | -$16.2K | ﹤0.01% | 583 |
|
|
2020
Q1 | $18K | Hold |
278
| – | – | ﹤0.01% | 461 |
|
|
2019
Q4 | $26K | Hold |
278
| – | – | ﹤0.01% | 456 |
|
|
2019
Q3 | $25K | Buy |
278
+203
| +271% | +$18.3K | ﹤0.01% | 441 |
|
|
2019
Q2 | $7K | Buy |
+75
| New | +$7K | ﹤0.01% | 571 |
|