Silvercrest Asset Management’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 | $506K | Hold |
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|
2025
Q1 | $482K | Hold |
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|
2024
Q4 | $495K | Hold |
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|
2024
Q3 | $506K | Hold |
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|
2024
Q2 | $462K | Hold |
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|
2024
Q1 | $480K | Sell |
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|
2023
Q4 | $451K | Hold |
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|
2023
Q3 | $404K | Sell |
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|
2023
Q2 | $574K | Sell |
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|
2023
Q1 | $701K | Sell |
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|
2022
Q4 | $741K | Buy |
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|
2022
Q3 | $593K | Hold |
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|
2022
Q2 | $627K | Sell |
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|
2022
Q1 | $825K | Hold |
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|
2021
Q4 | $844K | Hold |
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|
2021
Q3 | $781K | Buy |
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|
2021
Q2 | $735K | Sell |
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|
2021
Q1 | $748K | Hold |
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|
2020
Q4 | $664K | Hold |
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|
2020
Q3 | $553K | Buy |
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|
2020
Q2 | $471K | Hold |
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|
2020
Q1 | $394K | Sell |
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|
2019
Q4 | $594K | Hold |
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|
2019
Q3 | $563K | Hold |
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|
2019
Q2 | $559K | Buy |
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|
2019
Q1 | $534K | Sell |
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|
2018
Q4 | $484K | Sell |
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|
2018
Q3 | $585K | Hold |
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|
2018
Q2 | $574K | Hold |
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|
2018
Q1 | $561K | Sell |
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|
2017
Q4 | $583K | Buy |
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|
2017
Q3 | $551K | Sell |
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|
2017
Q2 | $1.95M | Hold |
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|
2017
Q1 | $1.92M | Buy |
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|
2016
Q4 | $1.85M | Buy |
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|
2016
Q3 | $1.76M | Buy |
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|
2016
Q2 | $1.46M | Hold |
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|
2016
Q1 | $1.39M | Buy |
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|
2015
Q4 | $1.33M | Hold |
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|
2015
Q3 | $1.3M | Buy |
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|
2015
Q2 | $1.43M | Hold |
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|
2015
Q1 | $1.45M | Sell |
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|
2014
Q4 | $1.46M | Hold |
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|
2014
Q3 | $1.39M | Buy |
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|
2014
Q2 | $1.39M | Buy |
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