Sowell Financial Services’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 | $1.1M | Sell |
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2025
Q2 | $1.08M | Buy |
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|
2025
Q1 | $523K | Sell |
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|
2024
Q4 | $6.18M | Buy |
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|
2024
Q3 | $5.92M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $130K | Buy |
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|
2020
Q4 | $20K | Sell |
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|
2020
Q3 | $33K | Buy |
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|
2020
Q2 | $15K | Sell |
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|
2020
Q1 | $29K | Buy |
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|
2019
Q4 | $21K | Sell |
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|
2019
Q3 | $21K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3K | Buy |
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