Advisornet Financial’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Advisornet Financial’s Portfolio IWS Stock Details IWS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$746K	Sell	5,648 -12,805	-69%	-$1.69M	0.05%	289
2025 Q1	$2.32M	Buy	18,453 +167	+0.9%	+$21K	0.17%	137
2024 Q4	$2.37M	Buy	18,286 +1,599	+10%	+$207K	0.2%	109
2024 Q3	$2.21M	Buy	16,687 +426	+3%	+$56.3K	0.16%	139
2024 Q2	$1.96M	Buy	16,261 +1,747	+12%	+$211K	0.18%	130
2024 Q1	$1.82M	Buy	14,514 +1,160	+9%	+$145K	0.17%	135
2023 Q4	$1.55M	Buy	13,354 +6,113	+84%	+$711K	0.14%	168
2023 Q3	$756K	Sell	7,241 -20,871	-74%	-$2.18M	0.07%	241
2023 Q2	$3.09M	Sell	28,112 -1,231	-4%	-$135K	0.26%	95
2023 Q1	$3.12M	Sell	29,343 -3,209	-10%	-$341K	0.29%	89
2022 Q4	$3.43M	Sell	32,552 -3,292	-9%	-$347K	0.34%	74
2022 Q3	$3.44M	Buy	35,844 +4,919	+16%	+$472K	0.34%	72
2022 Q2	$3.14M	Buy	30,925 +443	+1%	+$45K	0.31%	86
2022 Q1	$3.65M	Buy	30,482 +1,225	+4%	+$147K	0.23%	103
2021 Q4	$3.58M	Buy	29,257 +2,198	+8%	+$269K	0.22%	109
2021 Q3	$3.06M	Sell	27,059 -5,632	-17%	-$638K	0.21%	102
2021 Q2	$3.76M	Buy	32,691 +675	+2%	+$77.6K	0.25%	95
2021 Q1	$3.5M	Sell	32,016 -24,653	-44%	-$2.69M	0.25%	91
2020 Q4	$5.5M	Buy	56,669 +25	+0%	+$2.42K	0.44%	47
2020 Q3	$4.58M	Sell	56,644 -3,559	-6%	-$288K	0.39%	53
2020 Q2	$4.61M	Sell	60,203 -3,125	-5%	-$239K	0.37%	62
2020 Q1	$4.06M	Buy	63,328 +5,633	+10%	+$361K	0.37%	61
2019 Q4	$5.47M	Buy	57,695 +6,682	+13%	+$633K	0.46%	45
2019 Q3	$4.58M	Buy	51,013 +2,563	+5%	+$230K	0.42%	55
2019 Q2	$4.32M	Buy	48,450 +1,603	+3%	+$143K	0.48%	42
2019 Q1	$4.07M	Buy	46,847 +2,461	+6%	+$214K	0.5%	39
2018 Q4	$3.39M	Buy	44,386 +2,054	+5%	+$157K	0.47%	39
2018 Q3	$3.82M	Buy	42,332 +1,368	+3%	+$123K	0.48%	39
2018 Q2	$3.63M	Buy	40,964 +1,422	+4%	+$126K	0.49%	34
2018 Q1	$3.42M	Buy	39,542 +2,276	+6%	+$197K	0.47%	37
2017 Q4	$3.32M	Buy	+37,266	New	+$3.32M	0.5%	37