Wealthspire Advisors (New York)’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 | $5M | Buy |
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|
2025
Q1 | $4.47M | Buy |
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|
2024
Q4 | $2.07M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.3M | Buy |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.05M | Sell |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.08M | Sell |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $602K | Buy |
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|
2022
Q1 | $551K | Buy |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $398K | Buy |
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|
2021
Q2 | $376K | Sell |
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|
2021
Q1 | $409K | Buy |
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|
2020
Q4 | $277K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $295K | Buy |
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