Vaughan Nelson Investment Management’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 | $60.8K | Sell |
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|
2025
Q1 | $195K | Buy |
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|
2024
Q4 | $80K | Sell |
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|
2024
Q3 | $140K | Sell |
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|
2024
Q2 | $262K | Sell |
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|
2024
Q1 | $315K | Sell |
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|
2023
Q4 | $530K | Sell |
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|
2023
Q3 | $8.78M | Sell |
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|
2023
Q2 | $29M | Buy |
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|
2023
Q1 | $23.7M | Sell |
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|
2022
Q4 | $23.6M | Sell |
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|
2022
Q3 | $23.1M | Sell |
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|
2022
Q2 | $27.7M | Buy |
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|
2022
Q1 | $29.1M | Buy |
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|
2021
Q4 | $28.4M | Sell |
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|
2021
Q3 | $26.3M | Buy |
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|
2021
Q2 | $1.63M | Sell |
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|
2021
Q1 | $1.68M | Sell |
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|
2020
Q4 | $1.86M | Sell |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.92M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1.46M | Buy |
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|
2017
Q4 | $1.33M | Buy |
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|
2017
Q3 | $1.15M | Sell |
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|
2017
Q2 | $1.18M | Sell |
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|
2017
Q1 | $1.9M | Buy |
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|
2016
Q4 | $1.51M | Sell |
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|
2016
Q3 | $1.87M | Sell |
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|
2016
Q2 | $6.67M | Buy |
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|
2016
Q1 | $1.42M | Buy |
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|
2015
Q4 | $1.15M | Buy |
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|
2015
Q3 | $900K | Buy |
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|
2015
Q2 | $632K | Sell |
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|
2015
Q1 | $735K | Sell |
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|
2014
Q4 | $892K | Buy |
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|
2014
Q3 | $748K | Sell |
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|
2014
Q2 | $1.16M | Sell |
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|
2014
Q1 | $1.3M | Buy |
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|
2013
Q4 | $867K | Sell |
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|
2013
Q3 | $948K | Buy |
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