Stonegate Investment 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 | $1.94M | Buy |
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|
2025
Q2 | $1.67M | Buy |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $626K | Buy |
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|
2024
Q1 | $609K | Buy |
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|
2023
Q4 | $488K | Buy |
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|
2023
Q3 | $425K | Buy |
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|
2023
Q2 | $444K | Buy |
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|
2023
Q1 | $395K | Buy |
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|
2022
Q4 | $357K | Buy |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $377K | Buy |
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|
2021
Q4 | $319K | Buy |
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