Wedgewood Investors’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 | $1.02M | Hold |
|
|||||
|
2025
Q2 | $964K | Sell |
|
|||||
|
2025
Q1 | $925K | Hold |
|
|||||
|
2024
Q4 | $950K | Hold |
|
|||||
|
2024
Q3 | $972K | Sell |
|
|||||
|
2024
Q2 | $891K | Buy |
|
|||||
|
2023
Q4 | $977K | Hold |
|
|||||
|
2023
Q3 | $876K | Buy |
|
|||||
|
2023
Q2 | $903K | Hold |
|
|||||
|
2023
Q1 | $873K | Hold |
|
|||||
|
2022
Q4 | $866K | Hold |
|
|||||
|
2022
Q3 | $790K | Hold |
|
|||||
|
2022
Q2 | $835K | Hold |
|
|||||
|
2022
Q1 | $984K | Sell |
|
|||||
|
2021
Q4 | $1.1M | Hold |
|
|||||
|
2021
Q3 | $1.02M | Hold |
|
|||||
|
2021
Q2 | $1.03M | Sell |
|
|||||
|
2021
Q1 | $984K | Sell |
|
|||||
|
2020
Q4 | $929K | Sell |
|
|||||
|
2020
Q3 | $783K | Sell |
|
|||||
|
2020
Q2 | $809K | Hold |
|
|||||
|
2020
Q1 | $677K | Sell |
|
|||||
|
2019
Q4 | $1M | Hold |
|
|||||
|
2019
Q3 | $950K | Hold |
|
|||||
|
2019
Q2 | $944K | Sell |
|
|||||
|
2019
Q1 | $921K | Hold |
|
|||||
|
2018
Q4 | $810K | Hold |
|
|||||
|
2018
Q3 | $957K | Hold |
|
|||||
|
2018
Q2 | $938K | Hold |
|
|||||
|
2018
Q1 | $917K | Hold |
|
|||||
|
2017
Q4 | $945K | Sell |
|
|||||
|
2017
Q3 | $914K | Hold |
|
|||||
|
2017
Q2 | $905K | Hold |
|
|||||
|
2017
Q1 | $893K | Sell |
|
|||||
|
2016
Q4 | $886K | Sell |
|
|||||
|
2016
Q3 | $913K | Hold |
|
|||||
|
2016
Q2 | $884K | Sell |
|
|||||
|
2016
Q1 | $886K | Sell |
|
|||||
|
2015
Q4 | $896K | Hold |
|
|||||
|
2015
Q3 | $875K | Sell |
|
|||||
|
2015
Q2 | $983K | Sell |
|
|||||
|
2015
Q1 | $1.01M | Hold |
|
|||||
|
2014
Q4 | $988K | Sell |
|
|||||
|
2014
Q3 | $947K | Sell |
|
|||||
|
2014
Q2 | $1.03M | Hold |
|
|||||
|
2014
Q1 | $978K | Sell |
|
|||||
|
2013
Q4 | $976K | Sell |
|
|||||
|
2013
Q3 | $967K | Sell |
|
|||||
|
2013
Q2 | $934K | Buy |
|