St. Denis J. Villere & Co’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
$284K Hold
2025
Q2
$269K Sell
2025
Q1
$344K Hold
2024
Q4
$353K Hold
2024
Q3
$361K Hold
2024
Q2
$330K Buy
2024
Q1
$255K Hold
2023
Q4
$236K Buy