Vaughan David Investments’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 | $335K | Buy |
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2025
Q1 | $225K | Hold |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $236K | Hold |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $214K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $393K | Sell |
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|
2018
Q2 | $387K | Buy |
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|
2018
Q1 | $376K | Buy |
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|
2017
Q4 | $373K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $206K | Buy |
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