World Investment Advisors’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 | $702K | Buy |
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|
2025
Q2 | $663K | Hold |
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|
2025
Q1 | $632K | Sell |
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|
2024
Q4 | $682K | Buy |
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|
2024
Q3 | $253K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q4 | $211K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $492K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $204K | Sell |
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|
2018
Q4 | $214K | Buy |
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