Valeo Financial Advisors’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 | $493K | Sell |
|
|||||
|
2025
Q2 | $502K | Buy |
|
|||||
|
2025
Q1 | $439K | Sell |
|
|||||
|
2024
Q4 | $479K | Sell |
|
|||||
|
2024
Q3 | $492K | Buy |
|
|||||
|
2024
Q2 | $428K | Buy |
|
|||||
|
2024
Q1 | $420K | Buy |
|
|||||
|
2023
Q4 | $407K | Sell |
|
|||||
|
2023
Q3 | $370K | Sell |
|
|||||
|
2023
Q2 | $415K | Sell |
|
|||||
|
2023
Q1 | $513K | Buy |
|
|||||
|
2022
Q4 | $402K | Buy |
|
|||||
|
2022
Q3 | $360K | Sell |
|
|||||
|
2022
Q2 | $397K | Sell |
|
|||||
|
2022
Q1 | $472K | Buy |
|
|||||
|
2021
Q4 | $429K | Sell |
|
|||||
|
2021
Q3 | $409K | Sell |
|
|||||
|
2021
Q2 | $421K | Buy |
|
|||||
|
2021
Q1 | $386K | Buy |
|
|||||
|
2020
Q4 | $298K | Buy |
|
|||||
|
2020
Q3 | $245K | Sell |
|
|||||
|
2020
Q2 | $253K | Buy |
|
|||||
|
2020
Q1 | $221K | Buy |
|
|||||
|
2019
Q4 | $267K | Buy |
|
|||||
|
2019
Q3 | $236K | Buy |
|
|||||
|
2019
Q2 | $74K | Buy |
|
|||||
|
2019
Q1 | $72K | Buy |
|
|||||
|
2018
Q4 | $63K | Sell |
|
|||||
|
2018
Q3 | $83K | Sell |
|
|||||
|
2018
Q2 | $140K | Buy |
|
|||||
|
2018
Q1 | $50K | Buy |
|
|||||
|
2017
Q4 | $37K | Buy |
|
|||||
|
2017
Q3 | $28K | Buy |
|