Arcadia Wealth Management (New Hampshire)’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $732K | Buy |
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|
2025
Q1 | $603K | Buy |
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|
2024
Q4 | $616K | Sell |
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|
2024
Q3 | $667K | Sell |
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|
2024
Q2 | $632K | Sell |
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|
2024
Q1 | $705K | Sell |
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|
2023
Q4 | $686K | Sell |
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|
2023
Q3 | $651K | Sell |
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|
2023
Q2 | $702K | Sell |
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|
2023
Q1 | $5.09M | Buy |
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|
2022
Q4 | $4.77M | Buy |
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