Wittenberg Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $450K | Sell |
|
|||||
|
2024
Q3 | $1.6M | Sell |
|
|||||
|
2024
Q2 | $1.6M | Sell |
|
|||||
|
2024
Q1 | $1.98M | Sell |
|
|||||
|
2023
Q4 | $2.41M | Hold |
|
|||||
|
2023
Q3 | $2.17M | Sell |
|
|||||
|
2023
Q2 | $2.61M | Sell |
|
|||||
|
2023
Q1 | $2.6M | Buy |
|
|||||
|
2022
Q4 | $2.56M | Buy |
|
|||||
|
2022
Q3 | $2.31M | Sell |
|
|||||
|
2022
Q2 | $2.56M | Buy |
|
|||||
|
2022
Q1 | $802K | Buy |
|
|||||
|
2021
Q4 | $817K | Buy |
|
|||||
|
2021
Q3 | $617K | Buy |
|