Sanibel Captiva Trust Company’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 | $316K | Buy |
2,390
+122
| +5% | +$16.1K | 0.01% | 340 |
|
|
2025
Q1 | $286K | Hold |
2,268
| – | – | 0.01% | 339 |
|
|
2024
Q4 | $293K | Sell |
2,268
-300
| -12% | -$38.8K | 0.01% | 338 |
|
|
2024
Q3 | $340K | Hold |
2,568
| – | – | 0.01% | 317 |
|
|
2024
Q2 | $310K | Hold |
2,568
| – | – | 0.01% | 312 |
|
|
2024
Q1 | $322K | Hold |
2,568
| – | – | 0.01% | 308 |
|
|
2023
Q4 | $299K | Buy |
+2,568
| New | +$299K | 0.01% | 300 |
|