Wealth CMT’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
2023
Q1
Sell
2022
Q4
$2.33M Buy
2022
Q3
$2.05M Sell
2022
Q2
$2.18M Sell
2022
Q1
$3.12M Sell
2021
Q4
$3.19M Buy
2021
Q3
Sell
2021
Q2
$3M Sell
2021
Q1
$2.91M Sell
2020
Q4
$3.12M Sell
2020
Q3
$4.97M Sell
2020
Q2
$4.84M Buy
2020
Q1
$3.74M Sell
2019
Q4
$5.69M Buy