Abound Wealth Management’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 | $18.5K | Sell |
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|
2025
Q2 | $22.8K | Sell |
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|
2025
Q1 | $28.1K | Hold |
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|
2024
Q4 | $28.8K | Hold |
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|
2024
Q3 | $29.4K | Hold |
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|
2024
Q2 | $26.9K | Hold |
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|
2024
Q1 | $27.9K | Hold |
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|
2023
Q4 | $25.9K | Sell |
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|
2023
Q3 | $23.8K | Buy |
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|
2023
Q2 | $24.5K | Sell |
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|
2023
Q1 | $24.3K | Buy |
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|
2022
Q4 | $22.8K | Buy |
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|
2022
Q3 | $20.8K | Hold |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $25.7K | Buy |
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|
2021
Q4 | $14.9K | Buy |
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