Woodmont Investment Counsel’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
Q2 | $423K | Sell |
3,201
-529
| -14% | -$69.9K | 0.03% | 212 |
|
|
2025
Q1 | $470K | Hold |
3,730
| – | – | 0.03% | 197 |
|
|
2024
Q4 | $482K | Sell |
3,730
-75
| -2% | -$9.7K | 0.04% | 191 |
|
|
2024
Q3 | $503K | Hold |
3,805
| – | – | 0.04% | 181 |
|
|
2024
Q2 | $459K | Hold |
3,805
| – | – | 0.04% | 180 |
|
|
2024
Q1 | $477K | Buy |
+3,805
| New | +$477K | 0.04% | 177 |
|
|
2021
Q3 | – | Sell |
-2,000
| Closed | -$230K | – | 207 |
|
|
2021
Q2 | $230K | Buy |
+2,000
| New | +$230K | 0.04% | 182 |
|
|
2020
Q1 | – | Sell |
-2,500
| Closed | -$237K | – | 178 |
|
|
2019
Q4 | $237K | Buy |
+2,500
| New | +$237K | 0.05% | 167 |
|