Stegner Investment Associates’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 | $729K | Sell |
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|
2025
Q1 | $738K | Sell |
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|
2024
Q4 | $773K | Sell |
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|
2024
Q3 | $793K | Hold |
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|
2024
Q2 | $724K | Hold |
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|
2024
Q1 | $752K | Sell |
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|
2023
Q4 | $708K | Hold |
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|
2023
Q3 | $635K | Hold |
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|
2023
Q2 | $668K | Hold |
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|
2023
Q1 | $647K | Hold |
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|
2022
Q4 | $641K | Sell |
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|
2022
Q3 | $811K | Buy |
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|
2022
Q2 | $828K | Sell |
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|
2022
Q1 | $984K | Buy |
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|
2021
Q4 | $997K | Hold |
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|
2021
Q3 | $923K | Hold |
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|
2021
Q2 | $937K | Sell |
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|
2021
Q1 | $942K | Sell |
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|
2020
Q4 | $872K | Sell |
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|
2020
Q3 | $727K | Buy |
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