Zhang Financial’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 | $515K | Buy |
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|
2025
Q1 | $444K | Sell |
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|
2024
Q4 | $471K | Hold |
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|
2024
Q3 | $482K | Hold |
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|
2024
Q2 | $440K | Hold |
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|
2024
Q1 | $457K | Hold |
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|
2023
Q4 | $424K | Sell |
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|
2023
Q3 | $447K | Sell |
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|
2023
Q2 | $497K | Hold |
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|
2023
Q1 | $480K | Hold |
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|
2022
Q4 | $477K | Buy |
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|
2022
Q3 | $373K | Hold |
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|
2022
Q2 | $395K | Sell |
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|
2022
Q1 | $501K | Buy |
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|
2021
Q4 | $510K | Sell |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $510K | Hold |
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|
2021
Q1 | $485K | Sell |
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|
2020
Q4 | $606K | Buy |
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|
2020
Q3 | $471K | Hold |
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|
2020
Q2 | $446K | Hold |
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|
2020
Q1 | $373K | Sell |
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|
2019
Q4 | $607K | Hold |
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|
2019
Q3 | $574K | Sell |
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|
2019
Q2 | $598K | Hold |
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|
2019
Q1 | $582K | Hold |
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|
2018
Q4 | $512K | Hold |
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|
2018
Q3 | $604K | Hold |
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|
2018
Q2 | $593K | Hold |
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|
2018
Q1 | $567K | Hold |
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|
2017
Q4 | $606K | Sell |
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|
2017
Q3 | $603K | Hold |
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|
2017
Q2 | $587K | Buy |
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|
2017
Q1 | $606K | Sell |
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|
2016
Q4 | $587K | Sell |
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|
2016
Q3 | $578K | Hold |
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|
2016
Q2 | $559K | Hold |
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|
2016
Q1 | $534K | Hold |
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|
2015
Q4 | $517K | Hold |
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|
2015
Q3 | $505K | Hold |
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|
2015
Q2 | $555K | Sell |
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|
2015
Q1 | $609K | Hold |
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|
2014
Q4 | $597K | Hold |
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|
2014
Q3 | $567K | Sell |
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|
2014
Q2 | $686K | Sell |
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|
2014
Q1 | $660K | Sell |
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|
2013
Q4 | $646K | Hold |
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|
2013
Q3 | $599K | Hold |
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|
2013
Q2 | $569K | Buy |
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