Trust Company of Vermont’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 | $161K | Buy |
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|
2025
Q2 | $147K | Hold |
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|
2025
Q1 | $140K | Hold |
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|
2024
Q4 | $144K | Hold |
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|
2024
Q3 | $147K | Hold |
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|
2024
Q2 | $135K | Hold |
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|
2024
Q1 | $140K | Hold |
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|
2023
Q4 | $130K | Hold |
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|
2023
Q3 | $116K | Hold |
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|
2023
Q2 | $122K | Buy |
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|
2023
Q1 | $115K | Hold |
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|
2022
Q4 | $114K | Hold |
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|
2022
Q3 | $104K | Hold |
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|
2022
Q2 | $110K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $132K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $126K | Buy |
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|
2021
Q1 | $80K | Sell |
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|
2020
Q4 | $71K | Buy |
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|
2020
Q3 | $28K | Hold |
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|
2020
Q2 | $27K | Sell |
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|
2020
Q1 | $54K | Buy |
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|
2019
Q4 | $69K | Hold |
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|
2019
Q3 | $65K | Hold |
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|
2019
Q2 | $64K | Hold |
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|
2019
Q1 | $62K | Hold |
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|
2018
Q4 | $56K | Buy |
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|
2018
Q3 | $63K | Sell |
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|
2018
Q2 | $65K | Hold |
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|
2018
Q1 | $64K | Hold |
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|
2017
Q4 | $66K | Hold |
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|
2017
Q3 | $62K | Hold |
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|
2017
Q2 | $62K | Sell |
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|
2017
Q1 | $80K | Hold |
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|
2016
Q4 | $77K | Sell |
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|
2016
Q3 | $95K | Buy |
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|
2016
Q2 | $55K | Sell |
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|
2016
Q1 | $57K | Hold |
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|
2015
Q4 | $55K | Hold |
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|
2015
Q3 | $54K | Hold |
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|
2015
Q2 | $59K | Buy |
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|
2015
Q1 | $32K | Hold |
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|
2014
Q4 | $31K | Hold |
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|
2014
Q3 | $30K | Buy |
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|
2014
Q2 | $25K | Hold |
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|
2014
Q1 | $24K | Hold |
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|
2013
Q4 | $23K | Buy |
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