Welch & Forbes’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,631
| Closed | -$211K | – | 379 |
|
|
2024
Q4 | $211K | Buy |
+1,631
| New | +$211K | ﹤0.01% | 370 |
|
|
2022
Q1 | – | Sell |
-1,960
| Closed | -$239K | – | 405 |
|
|
2021
Q4 | $239K | Sell |
1,960
-50
| -2% | -$6.1K | ﹤0.01% | 366 |
|
|
2021
Q3 | $228K | Hold |
2,010
| – | – | ﹤0.01% | 375 |
|
|
2021
Q2 | $231K | Hold |
2,010
| – | – | ﹤0.01% | 375 |
|
|
2021
Q1 | $220K | Buy |
+2,010
| New | +$220K | ﹤0.01% | 372 |
|
|
2020
Q3 | – | Sell |
-2,658
| Closed | -$203K | – | 355 |
|
|
2020
Q2 | $203K | Buy |
+2,658
| New | +$203K | ﹤0.01% | 340 |
|