Sequoia Financial Advisors’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
Q2 | $1.02M | Buy |
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|
2025
Q1 | $966K | Buy |
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|
2024
Q4 | $963K | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.38M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.61M | Buy |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $1.26M | Buy |
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|
2022
Q2 | $1.28M | Sell |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.61M | Buy |
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|
2021
Q3 | $470K | Sell |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $949K | Buy |
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|
2020
Q2 | $856K | Hold |
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|
2020
Q1 | $717K | Sell |
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|
2019
Q4 | $1.06M | Buy |
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|
2019
Q3 | $936K | Buy |
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|
2019
Q2 | $830K | Hold |
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|
2019
Q1 | $808K | Buy |
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|
2018
Q4 | $370K | Buy |
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|
2018
Q3 | $435K | Hold |
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|
2018
Q2 | $427K | Hold |
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|
2018
Q1 | $417K | Hold |
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|
2017
Q4 | $430K | Buy |
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|
2017
Q3 | $354K | Hold |
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|
2017
Q2 | $351K | Hold |
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|
2017
Q1 | $346K | Hold |
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|
2016
Q4 | $335K | Hold |
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|
2016
Q3 | $320K | Hold |
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|
2016
Q2 | $310K | Hold |
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|
2016
Q1 | $296K | Buy |
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