Abound Wealth 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
Q2 | $22.8K | Sell |
173
-50
| -22% | -$6.6K | 0.01% | 309 |
|
|
2025
Q1 | $28.1K | Hold |
223
| – | – | 0.01% | 257 |
|
|
2024
Q4 | $28.8K | Hold |
223
| – | – | 0.01% | 229 |
|
|
2024
Q3 | $29.5K | Hold |
223
| – | – | 0.01% | 232 |
|
|
2024
Q2 | $26.9K | Hold |
223
| – | – | 0.01% | 217 |
|
|
2024
Q1 | $27.9K | Hold |
223
| – | – | 0.01% | 201 |
|
|
2023
Q4 | $25.9K | Sell |
223
-5
| -2% | -$581 | 0.01% | 217 |
|
|
2023
Q3 | $23.8K | Buy |
228
+5
| +2% | +$521 | 0.01% | 197 |
|
|
2023
Q2 | $24.5K | Sell |
223
-6
| -3% | -$658 | 0.01% | 192 |
|
|
2023
Q1 | $24.3K | Buy |
229
+12
| +6% | +$1.27K | 0.01% | 183 |
|
|
2022
Q4 | $22.8K | Buy |
217
+1
| +0.5% | +$105 | 0.01% | 177 |
|
|
2022
Q3 | $20.8K | Hold |
216
| – | – | 0.01% | 181 |
|
|
2022
Q2 | $22K | Buy |
216
+1
| +0.5% | +$102 | 0.01% | 78 |
|
|
2022
Q1 | $25.7K | Buy |
215
+94
| +78% | +$11.2K | 0.02% | 75 |
|
|
2021
Q4 | $14.9K | Buy |
+121
| New | +$14.9K | 0.01% | 86 |
|