Trilogy Capital’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 | $431K | Buy |
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|
2025
Q2 | $408K | Sell |
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|
2025
Q1 | $395K | Buy |
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|
2024
Q4 | $405K | Sell |
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|
2024
Q3 | $423K | Buy |
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|
2024
Q2 | $386K | Buy |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $365K | Sell |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $422K | Sell |
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|
2023
Q1 | $418K | Sell |
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|
2022
Q4 | $446K | Sell |
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|
2022
Q3 | $429K | Sell |
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|
2022
Q2 | $637K | Sell |
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|
2022
Q1 | $1.04M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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