Aldebaran Capital’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 | $5.22M | Sell |
39,466
-579
| -1% | -$76.5K | 5.15% | 6 |
|
|
2025
Q1 | $5.04M | Sell |
40,045
-372
| -0.9% | -$46.9K | 4.77% | 7 |
|
|
2024
Q4 | $5.23M | Sell |
40,417
-843
| -2% | -$109K | 4.97% | 7 |
|
|
2024
Q3 | $5.46M | Buy |
41,260
+2,496
| +6% | +$330K | 4.98% | 8 |
|
|
2024
Q2 | $4.68M | Sell |
38,764
-1,180
| -3% | -$142K | 4.36% | 9 |
|
|
2024
Q1 | $5.01M | Buy |
+39,944
| New | +$5.01M | 4.77% | 8 |
|