Trivium Point Advisory’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
Q2 | $948K | Sell |
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|
2025
Q1 | $1.42M | Sell |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.71M | Sell |
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|
2024
Q2 | $1.55M | Sell |
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|
2024
Q1 | $1.9M | Buy |
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|
2023
Q4 | $1.68M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $567K | Buy |
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|
2022
Q3 | $523K | Sell |
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|
2022
Q2 | $742K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $408K | Buy |
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|
2019
Q1 | $395K | Sell |
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|
2018
Q4 | $359K | Buy |
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