Willner & Heller’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 | $573K | Sell |
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|
2025
Q2 | $560K | Sell |
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|
2025
Q1 | $628K | Sell |
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|
2024
Q4 | $658K | Sell |
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|
2024
Q3 | $722K | Buy |
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|
2024
Q2 | $657K | Buy |
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|
2024
Q1 | $679K | Sell |
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|
2023
Q4 | $652K | Buy |
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|
2022
Q4 | $569K | Sell |
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|
2022
Q3 | $567K | Buy |
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|
2022
Q2 | $588K | Buy |
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|
2022
Q1 | $622K | Buy |
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|
2021
Q4 | $511K | Buy |
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