AWM
Activest Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.5K | Hold |
95
| – | – | ﹤0.01% | 391 |
|
|
2025
Q1 | $11.9K | Hold |
95
| – | – | ﹤0.01% | 370 |
|
|
2024
Q4 | $12.2K | Hold |
95
| – | – | ﹤0.01% | 300 |
|
|
2024
Q3 | $12.5K | Hold |
95
| – | – | ﹤0.01% | 297 |
|
|
2024
Q2 | $11.4K | Hold |
95
| – | – | ﹤0.01% | 295 |
|
|
2024
Q1 | $11.9K | Hold |
95
| – | – | 0.01% | 207 |
|
|
2023
Q4 | $11K | Buy |
95
+1
| +1% | +$116 | 0.01% | 188 |
|
|
2023
Q3 | $9.76K | Buy |
+94
| New | +$9.76K | 0.01% | 175 |
|
|
2023
Q2 | – | Sell |
-93
| Closed | -$9.75K | – | 359 |
|
|
2023
Q1 | $9.75K | Buy |
+93
| New | +$9.75K | 0.01% | 164 |
|
|
2022
Q3 | – | Sell |
-92
| Closed | -$9K | – | 538 |
|
|
2022
Q2 | $9K | Buy |
92
+1
| +1% | +$98 | 0.01% | 208 |
|
|
2022
Q1 | $11K | Hold |
91
| – | – | 0.01% | 194 |
|
|
2021
Q4 | $11K | Hold |
91
| – | – | 0.01% | 200 |
|
|
2021
Q3 | $10K | Buy |
91
+1
| +1% | +$110 | 0.01% | 225 |
|
|
2021
Q2 | $10K | Hold |
90
| – | – | 0.01% | 194 |
|
|
2021
Q1 | $10K | Buy |
+90
| New | +$10K | 0.01% | 189 |
|