American Capital Advisory’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 | $29.1K | Hold |
220
| – | – | 0.01% | 229 |
|
|
2025
Q1 | $27.7K | Hold |
220
| – | – | 0.02% | 234 |
|
|
2024
Q4 | $28.5K | Hold |
220
| – | – | 0.02% | 228 |
|
|
2024
Q3 | $29.1K | Buy |
220
+110
| +100% | +$14.5K | 0.02% | 222 |
|
|
2024
Q2 | $12.8K | Hold |
110
| – | – | 0.01% | 242 |
|
|
2024
Q1 | $11.7K | Hold |
110
| – | – | 0.01% | 235 |
|
|
2023
Q4 | $12.8K | Buy |
+110
| New | +$12.8K | 0.01% | 242 |
|