John Rogers - Ariel Investments,
Holding/activity history for iShares Russell Mid-Cap Value ETF (IWS)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2026 Q1 | 1,145 | <0.01 | Buy | <0.01 | $145.74 | $166,872 | SEC |
| 2024 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2024 Q1 | 1,880 | <0.01 | Reduce 70.40% | <0.01 | $125.33 | $235,620 | SEC |
| 2023 Q4 | 6,352 | 0.01 | Buy | 0.01 | $116.29 | $738,674 | SEC |
| 2023 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2023 Q2 | 1,880 | <0.01 | Buy | <0.01 | $109.84 | $206,499 | SEC |
| 2023 Q1 | 0 | 0.00 | Sell 100.00% | 0.01 | SEC | ||
| 2022 Q4 | 8,451 | 0.01 | Buy | 0.01 | $105.34 | $890,228 | SEC |
| 2022 Q2 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2022 Q1 | 3,199 | <0.01 | Buy | <0.01 | $119.72 | $383,000 | SEC |
| 2021 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2020 Q4 | 2,381 | <0.01 | Buy | <0.01 | $97.02 | $231,000 | SEC |
| 2019 Q1 | 0 | 0.00 | Sell 100.00% | 0.02 | SEC | ||
| 2018 Q4 | 17,986 | 0.02 | Buy | 0.02 | $76.34 | $1,373,000 | SEC |
| 2016 Q1 | 0 | 0.00 | Sell 100.00% | <0.01 | SEC | ||
| 2015 Q4 | 4,954 | <0.01 | Buy | <0.01 | $68.63 | $340,000 | SEC |
| 2009 Q1 | 0 | 0.00 | Sell 100.00% | 0.02 | SEC | ||
| 2008 Q4 | 27,145 | 0.02 | Buy | 0.02 | $28,440.01 | $772,004,000 | SEC |
| 2008 Q1 | 0 | 0.00 | Sell 100.00% | 0.08 | SEC | ||
| 2007 Q4 | 47,145 | 0.08 | Buy | 0.08 | $141,054.19 | $6,650,000,000 | SEC |
| 2007 Q1 | 0 | 0.00 | Sell 100.00% | 0.01 | SEC | ||
| 2006 Q4 | 10,758 | 0.01 | Buy | 0.01 | $146,402.68 | $1,575,000,000 | SEC |
| 2006 Q1 | 0 | 0.00 | Sell 100.00% | 0.03 | SEC | ||
| 2005 Q4 | 34,653 | 0.03 | Buy | 0.03 | $124.43 | $4,312,000 | SEC |
| 2005 Q1 | 0 | 0.00 | Sell 100.00% | 0.02 | SEC | ||
| 2004 Q4 | 23,425 | 0.02 | Add 792.38% | 0.02 | $112.83 | $2,643,000 | SEC |
| 2004 Q3 | 2,625 | <0.01 | Buy | <0.01 | $99.81 | $262,000 | SEC |
| 2004 Q1 | 0 | 0.00 | Sell 100.00% | 0.01 | SEC | ||
| 2003 Q4 | 8,159 | 0.01 | Buy | 0.01 | $93.27 | $761,000 | SEC |