AA
Aire 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 | $289K | Buy |
2,184
+22
| +1% | +$2.91K | 0.06% | 135 |
|
2025
Q1 | $272K | Buy |
2,162
+4
| +0.2% | +$504 | 0.06% | 129 |
|
2024
Q4 | $279K | Buy |
2,158
+6
| +0.3% | +$776 | 0.06% | 133 |
|
2024
Q3 | $285K | Buy |
2,152
+5
| +0.2% | +$661 | 0.06% | 120 |
|
2024
Q2 | $259K | Buy |
2,147
+144
| +7% | +$17.4K | 0.06% | 129 |
|
2024
Q1 | $251K | Buy |
2,003
+3
| +0.2% | +$376 | 0.06% | 133 |
|
2023
Q4 | $233K | Buy |
2,000
+72
| +4% | +$8.37K | 0.06% | 129 |
|
2023
Q3 | $201K | Sell |
1,928
-152
| -7% | -$15.9K | 0.05% | 129 |
|
2023
Q2 | $228K | Buy |
2,080
+5
| +0.2% | +$549 | 0.06% | 120 |
|
2023
Q1 | $220K | Sell |
2,075
-2,369
| -53% | -$252K | 0.06% | 121 |
|
2022
Q4 | $470K | Buy |
4,444
+625
| +16% | +$66.1K | 0.14% | 82 |
|
2022
Q3 | $367K | Buy |
3,819
+92
| +2% | +$8.84K | 0.13% | 90 |
|
2022
Q2 | $378K | Buy |
3,727
+467
| +14% | +$47.4K | 0.13% | 91 |
|
2022
Q1 | $390K | Buy |
+3,260
| New | +$390K | 0.14% | 86 |
|