Sound Income Strategies’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 | $65.2K | Sell |
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|
2025
Q2 | $94.7K | Buy |
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|
2025
Q1 | $82.4K | Sell |
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|
2024
Q4 | $88.6K | Sell |
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|
2024
Q3 | $95K | Buy |
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|
2024
Q2 | $83.7K | Sell |
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|
2024
Q1 | $98.8K | Sell |
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|
2023
Q4 | $128K | Sell |
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|
2023
Q3 | $120K | Sell |
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|
2023
Q2 | $128K | Sell |
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|
2023
Q1 | $155K | Sell |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $276K | Sell |
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|
2022
Q1 | $353K | Sell |
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|
2021
Q4 | $372K | Sell |
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|
2021
Q3 | $359K | Sell |
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|
2021
Q2 | $406K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $4K | Sell |
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|
2019
Q3 | $12K | Hold |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $11K | Hold |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $12K | Hold |
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|
2018
Q2 | $12K | Hold |
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|
2018
Q1 | $11K | Hold |
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|
2017
Q4 | $11K | Buy |
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