Truepoint Inc’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 | $1.1M | Buy |
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|
2025
Q2 | $866K | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.09M | Sell |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $849K | Sell |
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|
2023
Q3 | $767K | Sell |
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|
2023
Q2 | $818K | Buy |
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|
2023
Q1 | $779K | Sell |
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|
2022
Q4 | $773K | Buy |
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|
2022
Q3 | $506K | Hold |
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|
2022
Q2 | $535K | Sell |
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|
2022
Q1 | $634K | Hold |
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|
2021
Q4 | $649K | Hold |
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|
2021
Q3 | $600K | Sell |
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|
2021
Q2 | $659K | Buy |
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|
2021
Q1 | $624K | Sell |
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|
2020
Q4 | $658K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $643K | Hold |
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|
2019
Q3 | $608K | Hold |
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|
2019
Q2 | $604K | Hold |
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|
2019
Q1 | $589K | Hold |
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|
2018
Q4 | $518K | Hold |
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|
2018
Q3 | $612K | Hold |
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|
2018
Q2 | $600K | Buy |
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|
2018
Q1 | $6.78K | Sell |
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|
2017
Q4 | $605K | Sell |
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|
2017
Q3 | $579K | Buy |
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|
2017
Q2 | $567K | Buy |
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|
2017
Q1 | $554K | Hold |
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|
2016
Q4 | $547K | Hold |
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|
2016
Q3 | $512K | Hold |
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|
2016
Q2 | $496K | Hold |
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|
2016
Q1 | $473K | Sell |
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|
2015
Q4 | $474K | Buy |
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|
2015
Q3 | $388K | Hold |
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|
2015
Q2 | $427K | Sell |
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|
2015
Q1 | $765K | Buy |
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|
2014
Q4 | $392K | Hold |
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|
2014
Q3 | $372K | Sell |
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|
2014
Q2 | $413K | Buy |
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|
2014
Q1 | $350K | Sell |
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|
2013
Q4 | $348K | Sell |
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|
2013
Q3 | $1.23M | Buy |
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