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Addison Advisors’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 | $102K | Buy |
+775
| New | +$102K | 0.03% | 306 |
|
|
2022
Q3 | – | Sell |
-22
| Closed | -$2K | – | 728 |
|
|
2022
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 546 |
|
|
2022
Q1 | $3K | Hold |
22
| – | – | ﹤0.01% | 554 |
|
|
2021
Q4 | $3K | Hold |
22
| – | – | ﹤0.01% | 497 |
|
|
2021
Q3 | $2K | Hold |
22
| – | – | ﹤0.01% | 381 |
|
|
2021
Q2 | $3K | Buy |
+22
| New | +$3K | ﹤0.01% | 356 |
|