Stevens Capital Partners’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 | $682K | Buy |
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|
2025
Q2 | $615K | Buy |
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|
2025
Q1 | $428K | Buy |
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|
2024
Q4 | $421K | Sell |
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|
2024
Q3 | $434K | Buy |
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|
2024
Q2 | $390K | Buy |
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|
2024
Q1 | $404K | Buy |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $304K | Buy |
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|
2023
Q2 | $311K | Sell |
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|
2023
Q1 | $309K | Sell |
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|
2022
Q4 | $322K | Buy |
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