Valmark Advisers’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 | $641K | Sell |
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|
2025
Q2 | $614K | Buy |
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|
2025
Q1 | $584K | Buy |
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|
2024
Q4 | $589K | Sell |
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|
2024
Q3 | $609K | Buy |
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|
2024
Q2 | $555K | Buy |
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|
2024
Q1 | $568K | Sell |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $545K | Sell |
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|
2023
Q2 | $586K | Buy |
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|
2023
Q1 | $566K | Buy |
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|
2022
Q4 | $528K | Buy |
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|
2022
Q3 | $465K | Buy |
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|
2022
Q2 | $484K | Buy |
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|
2022
Q1 | $322K | Buy |
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|
2021
Q4 | $324K | Sell |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $310K | Sell |
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|
2021
Q1 | $323K | Sell |
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|
2020
Q4 | $293K | Hold |
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|
2020
Q3 | $244K | Hold |
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|
2020
Q2 | $231K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $303K | Hold |
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|
2019
Q3 | $287K | Sell |
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|
2019
Q2 | $293K | Buy |
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|
2019
Q1 | $278K | Hold |
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|
2018
Q4 | $245K | Sell |
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|
2018
Q3 | $298K | Hold |
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|
2018
Q2 | $292K | Buy |
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|
2018
Q1 | $276K | Buy |
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|
2017
Q4 | $234K | Buy |
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