Windsor Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $31.2M | Sell |
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|
2023
Q2 | $34.2M | Sell |
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|
2023
Q1 | $34.4M | Sell |
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|
2022
Q4 | $35.6M | Sell |
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|
2022
Q3 | $34.4M | Buy |
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|
2022
Q2 | $34.9M | Buy |
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|
2022
Q1 | $35.8M | Buy |
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|
2021
Q4 | $31.5M | Sell |
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|
2021
Q3 | $29.4M | Sell |
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|
2021
Q2 | $29.9M | Sell |
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|
2021
Q1 | $32M | Sell |
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|
2020
Q4 | $32M | Buy |
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|
2020
Q3 | $27.5M | Sell |
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|
2020
Q2 | $26.3M | Sell |
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|
2020
Q1 | $22.1M | Buy |
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|
2019
Q4 | $30.9M | Sell |
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|
2019
Q3 | $28.8M | Sell |
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|
2019
Q2 | $30.5M | Buy |
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|
2019
Q1 | $29.4M | Buy |
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|
2018
Q4 | $25.7M | Buy |
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|
2018
Q3 | $30M | Buy |
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|
2018
Q2 | $28.9M | Buy |
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|
2018
Q1 | $28.1M | Sell |
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|
2017
Q4 | $29.3M | Buy |
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