SkyOak Wealth’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
Q3 | $280K | Sell |
|
|||||
|
2025
Q2 | $272K | Hold |
|
|||||
|
2025
Q1 | $259K | Sell |
|
|||||
|
2024
Q4 | $267K | Sell |
|
|||||
|
2024
Q3 | $273K | Hold |
|
|||||
|
2024
Q2 | $250K | Sell |
|
|||||
|
2024
Q1 | $311K | Buy |
|
|||||
|
2023
Q4 | $276K | Hold |
|
|||||
|
2023
Q3 | $248K | Buy |
|
|||||
|
2023
Q2 | $254K | Buy |
|
|||||
|
2023
Q1 | $206K | Sell |
|
|||||
|
2022
Q4 | $246K | Buy |
|
|||||
|
2022
Q3 | $211K | Buy |
|
|||||
|
2022
Q2 | $206K | Hold |
|
|||||
|
2022
Q1 | $243K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $205K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $2.48M | Sell |
|
|||||
|
2020
Q1 | $2.1M | Buy |
|
|||||
|
2019
Q4 | $2.39M | Buy |
|