Twin Focus Capital Partners’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 | $9.04M | Sell |
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|
2025
Q1 | $8.91M | Sell |
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|
2024
Q4 | $9.43M | Buy |
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|
2024
Q3 | $9.59M | Sell |
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|
2024
Q2 | $8.92M | Sell |
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|
2024
Q1 | $9.51M | Buy |
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|
2023
Q4 | $8.18M | Sell |
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|
2023
Q3 | $12.8M | Sell |
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|
2023
Q2 | $16.1M | Sell |
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|
2023
Q1 | $15.9M | Sell |
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|
2022
Q4 | $15.7M | Buy |
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|
2022
Q3 | $13.6M | Buy |
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|
2022
Q2 | $14M | Sell |
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|
2022
Q1 | $16.9M | Buy |
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|
2021
Q4 | $16.2M | Buy |
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|
2021
Q3 | $13.5M | Buy |
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|
2021
Q2 | $12.6M | Buy |
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|
2021
Q1 | $6.82M | Buy |
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|
2020
Q4 | $3.46M | Buy |
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|
2020
Q3 | $1.72M | Buy |
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|
2020
Q2 | $1.62M | Buy |
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|
2020
Q1 | $742K | Buy |
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|
2019
Q4 | $1.04M | Buy |
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|
2019
Q3 | $871K | Buy |
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|
2019
Q2 | $811K | Sell |
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|
2019
Q1 | $796K | Sell |
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|
2018
Q4 | $865K | Sell |
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|
2018
Q3 | $1.07M | Sell |
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|
2018
Q2 | $1.09M | Sell |
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|
2018
Q1 | $1.23M | Sell |
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|
2017
Q4 | $1.38M | Buy |
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|
2017
Q3 | $1.3M | Sell |
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|
2017
Q2 | $1.32M | Buy |
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|
2017
Q1 | $1.27M | Sell |
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|
2016
Q4 | $1.29M | Sell |
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|
2016
Q3 | $1.26M | Buy |
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|
2016
Q2 | $1.1M | Buy |
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|
2016
Q1 | $824K | Sell |
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|
2015
Q4 | $805K | Buy |
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|
2015
Q3 | $780K | Buy |
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|
2015
Q2 | $822K | Buy |
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