Auour Investments’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 | $2.51M | Sell |
19,020
-1,294
| -6% | -$171K | 0.86% | 28 |
|
|
2025
Q1 | $2.49M | Sell |
20,314
-10,092
| -33% | -$1.24M | 0.9% | 26 |
|
|
2024
Q4 | $4.07M | Buy |
30,406
+196
| +0.6% | +$26.2K | 1.42% | 24 |
|
|
2024
Q3 | $3.98M | Sell |
30,210
-1,732
| -5% | -$228K | 1.42% | 23 |
|
|
2024
Q2 | $3.86M | Buy |
31,942
+810
| +3% | +$97.8K | 1.44% | 24 |
|
|
2024
Q1 | $3.9M | Buy |
31,132
+610
| +2% | +$76.5K | 1.44% | 23 |
|
|
2023
Q4 | $3.5M | Buy |
30,522
+552
| +2% | +$63.3K | 1.38% | 24 |
|
|
2023
Q3 | $3.09M | Buy |
29,970
+2,537
| +9% | +$262K | 1.31% | 24 |
|
|
2023
Q2 | $3.01M | Buy |
+27,433
| New | +$3.01M | 1.28% | 25 |
|