Smith & Howard Wealth 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 | $610K | Hold |
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|
2025
Q1 | $582K | Hold |
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|
2024
Q4 | $597K | Hold |
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|
2024
Q3 | $611K | Hold |
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|
2024
Q2 | $557K | Hold |
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|
2024
Q1 | $579K | Hold |
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|
2023
Q4 | $537K | Hold |
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|
2023
Q3 | $482K | Buy |
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|
2023
Q2 | $334K | Hold |
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|
2023
Q1 | $323K | Hold |
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|
2022
Q4 | $321K | Sell |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $314K | Hold |
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|
2022
Q1 | $370K | Hold |
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|
2021
Q4 | $378K | Hold |
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|
2021
Q3 | $350K | Hold |
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|
2021
Q2 | $355K | Hold |
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|
2021
Q1 | $338K | Hold |
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|
2020
Q4 | $300K | Sell |
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|
2020
Q3 | $260K | Hold |
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|
2020
Q2 | $247K | Hold |
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|
2020
Q1 | $206K | Hold |
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|
2019
Q4 | $305K | Sell |
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|
2019
Q3 | $299K | Hold |
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|
2019
Q2 | $297K | Hold |
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|
2019
Q1 | $289K | Hold |
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|
2018
Q4 | $254K | Sell |
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|
2018
Q3 | $321K | Hold |
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|
2018
Q2 | $315K | Sell |
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|
2018
Q1 | $407K | Hold |
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|
2017
Q4 | $420K | Sell |
|
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|
2017
Q3 | $518K | Hold |
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|
2017
Q2 | $513K | Hold |
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|
2017
Q1 | $506K | Hold |
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|
2016
Q4 | $491K | Buy |
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|
2016
Q3 | $353K | Hold |
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|
2016
Q2 | $342K | Hold |
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|
2016
Q1 | $326K | Hold |
|
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|
2015
Q4 | $316K | Hold |
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|
2015
Q3 | $309K | Hold |
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|
2015
Q2 | $339K | Hold |
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|
2015
Q1 | $346K | Hold |
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|
2014
Q4 | $339K | Sell |
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|
2014
Q3 | $342K | Hold |
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|
2014
Q2 | $354K | Hold |
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|
2014
Q1 | $335K | Hold |
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|
2013
Q4 | $321K | Sell |
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|
2013
Q3 | $319K | Hold |
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|
2013
Q2 | $303K | Buy |
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