Triangle Securities Wealth 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 | $226K | Sell |
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|
2025
Q2 | $222K | Sell |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $335K | Sell |
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|
2018
Q2 | $332K | Buy |
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|
2018
Q1 | $318K | Sell |
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|
2017
Q4 | $330K | Buy |
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|
2017
Q3 | $289K | Buy |
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|
2017
Q2 | $273K | Hold |
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|
2017
Q1 | $270K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $20K | Buy |
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