TBH Global Asset Management’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 | $609K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $618K | Hold |
|
|||||
|
2024
Q3 | $632K | Hold |
|
|||||
|
2024
Q2 | $577K | Sell |
|
|||||
|
2024
Q1 | $682K | Sell |
|
|||||
|
2023
Q4 | $633K | Sell |
|
|||||
|
2023
Q3 | $575K | Hold |
|
|||||
|
2023
Q2 | $606K | Buy |
|
|||||
|
2023
Q1 | $521K | Buy |
|
|||||
|
2022
Q4 | $499K | Buy |
|
|||||
|
2022
Q3 | $455K | Hold |
|
|||||
|
2022
Q2 | $481K | Sell |
|
|||||
|
2022
Q1 | $588K | Buy |
|
|||||
|
2021
Q4 | $579K | Hold |
|
|||||
|
2021
Q3 | $536K | Hold |
|
|||||
|
2021
Q2 | $544K | Hold |
|
|||||
|
2021
Q1 | $518K | Buy |
|
|||||
|
2020
Q4 | $455K | Sell |
|
|||||
|
2020
Q3 | $487K | Hold |
|
|||||
|
2020
Q2 | $461K | Hold |
|
|||||
|
2020
Q1 | $386K | Hold |
|
|||||
|
2019
Q4 | $571K | Buy |
|