Wescott Financial Advisory Group’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 | $28.3M | Sell |
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|
2025
Q1 | $27.3M | Sell |
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|
2024
Q4 | $29.8M | Sell |
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|
2024
Q3 | $31.2M | Sell |
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|
2024
Q2 | $32.8M | Sell |
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|
2024
Q1 | $35.4M | Buy |
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|
2023
Q4 | $32.5M | Sell |
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|
2023
Q3 | $29.2M | Sell |
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|
2023
Q2 | $30.9M | Buy |
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|
2023
Q1 | $28.6M | Sell |
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|
2022
Q4 | $28.8M | Sell |
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|
2022
Q3 | $26.4M | Buy |
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|
2022
Q2 | $27.4M | Buy |
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|
2022
Q1 | $32.1M | Buy |
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|
2021
Q4 | $32.8M | Buy |
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|
2021
Q3 | $30M | Sell |
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|
2021
Q2 | $30.7M | Sell |
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|
2021
Q1 | $29.8M | Sell |
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|
2020
Q4 | $27.3M | Buy |
|