Zacks Investment Management’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
Q1 | – | Sell |
-4,072
| Closed | -$527K | – | 701 |
|
|
2024
Q4 | $527K | Buy |
4,072
+4
| +0.1% | +$517 | ﹤0.01% | 482 |
|
|
2024
Q3 | $538K | Buy |
+4,068
| New | +$538K | ﹤0.01% | 483 |
|
|
2023
Q2 | – | Sell |
-2,550
| Closed | -$271K | – | 687 |
|
|
2023
Q1 | $271K | Buy |
2,550
+86
| +3% | +$9.13K | ﹤0.01% | 541 |
|
|
2022
Q4 | $260K | Buy |
2,464
+37
| +2% | +$3.9K | ﹤0.01% | 520 |
|
|
2022
Q3 | $233K | Buy |
+2,427
| New | +$233K | ﹤0.01% | 516 |
|
|
2022
Q2 | – | Sell |
-2,429
| Closed | -$291K | – | 606 |
|
|
2022
Q1 | $291K | Buy |
2,429
+2
| +0.1% | +$240 | ﹤0.01% | 522 |
|
|
2021
Q4 | $297K | Sell |
2,427
-233
| -9% | -$28.5K | ﹤0.01% | 538 |
|
|
2021
Q3 | $301K | Buy |
2,660
+233
| +10% | +$26.4K | ﹤0.01% | 517 |
|
|
2021
Q2 | $279K | Buy |
+2,427
| New | +$279K | ﹤0.01% | 529 |
|