Townsend 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 | $164K | Buy |
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|
2025
Q2 | $155K | Buy |
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|
2025
Q1 | $147K | Buy |
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|
2024
Q4 | $151K | Buy |
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|
2024
Q3 | $153K | Buy |
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|
2024
Q2 | $139K | Buy |
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|
2024
Q1 | $144K | Buy |
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|
2023
Q4 | $133K | Buy |
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|
2023
Q3 | $114K | Hold |
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|
2023
Q2 | $120K | Buy |
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|
2023
Q1 | $115K | Buy |
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|
2022
Q4 | $114K | Buy |
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|
2022
Q3 | $103K | Hold |
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|
2022
Q2 | $109K | Buy |
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|
2022
Q1 | $127K | Buy |
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|
2021
Q4 | $130K | Buy |
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|
2021
Q3 | $119K | Hold |
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|
2021
Q2 | $121K | Buy |
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|
2021
Q1 | $114K | Hold |
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|
2020
Q4 | $101K | Buy |
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|
2020
Q3 | $84K | Buy |
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|
2020
Q2 | $79K | Sell |
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|
2020
Q1 | $116K | Hold |
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|
2019
Q4 | $172K | Buy |
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