Simmons Bank’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 | $492K | Buy |
3,724
+151
| +4% | +$20K | 0.04% | 240 |
|
|
2025
Q1 | $450K | Hold |
3,573
| – | – | 0.03% | 243 |
|
|
2024
Q4 | $462K | Buy |
3,573
+49
| +1% | +$6.34K | 0.03% | 245 |
|
|
2024
Q3 | $466K | Hold |
3,524
| – | – | 0.03% | 248 |
|
|
2024
Q2 | $425K | Hold |
3,524
| – | – | 0.03% | 252 |
|
|
2024
Q1 | $442K | Sell |
3,524
-1,335
| -27% | -$167K | 0.03% | 257 |
|
|
2023
Q4 | $565K | Buy |
4,859
+1,401
| +41% | +$163K | 0.05% | 228 |
|
|
2023
Q3 | $361K | Buy |
3,458
+177
| +5% | +$18.5K | 0.03% | 264 |
|
|
2023
Q2 | $360K | Buy |
3,281
+989
| +43% | +$109K | 0.03% | 266 |
|
|
2023
Q1 | $243K | Buy |
+2,292
| New | +$243K | 0.02% | 312 |
|