Addison Advisors’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
$104K Sell
2025
Q2
$102K Buy
2022
Q3
Sell
2022
Q2
$2K Hold
2022
Q1
$3K Hold
2021
Q4
$3K Hold
2021
Q3
$2K Hold
2021
Q2
$3K Buy