Tranquility 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 | $979K | Sell |
|
|||||
|
2025
Q2 | $934K | Sell |
|
|||||
|
2025
Q1 | $895K | Hold |
|
|||||
|
2024
Q4 | $919K | Hold |
|
|||||
|
2024
Q3 | $940K | Sell |
|
|||||
|
2024
Q2 | $892K | Hold |
|
|||||
|
2024
Q1 | $926K | Sell |
|
|||||
|
2023
Q4 | $865K | Sell |
|
|||||
|
2023
Q3 | $825K | Sell |
|
|||||
|
2023
Q2 | $1.02M | Hold |
|
|||||
|
2023
Q1 | $988K | Sell |
|
|||||
|
2022
Q4 | $1.01M | Hold |
|
|||||
|
2022
Q3 | $922K | Hold |
|
|||||
|
2022
Q2 | $975K | Hold |
|
|||||
|
2022
Q1 | $1.15M | Buy |
|
|||||
|
2021
Q4 | $1.14M | Hold |
|
|||||
|
2021
Q3 | $1.06M | Hold |
|
|||||
|
2021
Q2 | $1.07M | Buy |
|
|||||
|
2021
Q1 | $1.01M | Hold |
|
|||||
|
2020
Q4 | $900K | Buy |
|
|||||
|
2020
Q3 | $568K | Buy |
|
|||||
|
2020
Q2 | $461K | Buy |
|
|||||
|
2020
Q1 | $310K | Hold |
|
|||||
|
2019
Q4 | $458K | Sell |
|
|||||
|
2019
Q3 | $456K | Buy |
|
|||||
|
2019
Q2 | $346K | Buy |
|