Stonebridge Financial Planning Group’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 | $768K | Sell |
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|
2025
Q2 | $733K | Sell |
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|
2025
Q1 | $704K | Buy |
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|
2024
Q4 | $720K | Buy |
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|
2024
Q3 | $722K | Sell |
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|
2024
Q2 | $690K | Buy |
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|
2024
Q1 | $645K | Buy |
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|
2023
Q4 | $534K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $31K | Hold |
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|
2021
Q3 | $33K | Hold |
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|
2021
Q2 | $31K | Buy |
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|
2021
Q1 | $30K | Sell |
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|
2020
Q4 | $28K | Buy |
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|
2020
Q3 | $23K | Hold |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $18K | Buy |
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|
2019
Q4 | $21K | Buy |
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