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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.4K Hold
162
﹤0.01% 306
2025
Q1
$20.4K Sell
162
-69
-30% -$8.69K ﹤0.01% 317
2024
Q4
$29.9K Buy
+231
New +$29.9K ﹤0.01% 299