Steph & 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 | $94.8K | Hold |
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|
2025
Q2 | $89.7K | Hold |
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|
2025
Q1 | $85.5K | Hold |
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|
2024
Q4 | $87.8K | Hold |
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|
2024
Q3 | $89.8K | Hold |
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|
2024
Q2 | $82K | Hold |
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|
2024
Q1 | $85.1K | Hold |
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|
2023
Q4 | $79K | Sell |
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|
2023
Q3 | $79.8K | Buy |
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|
2023
Q2 | $74.6K | Sell |
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|
2023
Q1 | $182K | Hold |
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|
2022
Q4 | $181K | Hold |
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|
2022
Q3 | $165K | Buy |
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|
2022
Q2 | $173K | Sell |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $230K | Hold |
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|
2021
Q3 | $213K | Hold |
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|
2021
Q2 | $216K | Sell |
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|
2021
Q1 | $236K | Sell |
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|
2020
Q4 | $220K | Sell |
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|
2020
Q3 | $189K | Hold |
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|
2020
Q2 | $179K | Sell |
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|
2020
Q1 | $166K | Buy |
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|
2019
Q4 | $218K | Buy |
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