AFP
Ausdal Financial Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
9,244
-628
| -6% | -$83K | 0.08% | 226 |
|
|
2025
Q1 | $1.24M | Sell |
9,872
-155
| -2% | -$19.5K | 0.09% | 209 |
|
|
2024
Q4 | $1.3M | Buy |
10,027
+2,405
| +32% | +$311K | 0.11% | 179 |
|
|
2024
Q3 | $1.01M | Sell |
7,622
-60
| -0.8% | -$7.94K | 0.1% | 191 |
|
|
2024
Q2 | $928K | Sell |
7,682
-190
| -2% | -$22.9K | 0.1% | 192 |
|
|
2024
Q1 | $987K | Sell |
7,872
-312
| -4% | -$39.1K | 0.11% | 175 |
|
|
2023
Q4 | $952K | Buy |
8,184
+329
| +4% | +$38.3K | 0.12% | 165 |
|
|
2023
Q3 | $820K | Buy |
7,855
+107
| +1% | +$11.2K | 0.11% | 173 |
|
|
2023
Q2 | $851K | Sell |
7,748
-203
| -3% | -$22.3K | 0.12% | 177 |
|
|
2023
Q1 | $844K | Sell |
7,951
-1,541
| -16% | -$164K | 0.12% | 182 |
|
|
2022
Q4 | $1,000K | Sell |
9,492
-74,664
| -89% | -$7.86M | 0.15% | 161 |
|
|
2022
Q3 | $8.08M | Sell |
84,156
-893
| -1% | -$85.8K | 1.28% | 10 |
|
|
2022
Q2 | $8.64M | Buy |
85,049
+70,746
| +495% | +$7.19M | 1.3% | 9 |
|
|
2022
Q1 | $1.71M | Buy |
14,303
+246
| +2% | +$29.4K | 0.23% | 112 |
|
|
2021
Q4 | $1.72M | Buy |
14,057
+512
| +4% | +$62.6K | 0.23% | 127 |
|
|
2021
Q3 | $1.53M | Sell |
13,545
-279
| -2% | -$31.6K | 0.23% | 125 |
|
|
2021
Q2 | $1.59M | Sell |
13,824
-354
| -2% | -$40.7K | 0.24% | 121 |
|
|
2021
Q1 | $1.55M | Buy |
14,178
+7,815
| +123% | +$854K | 0.26% | 112 |
|
|
2020
Q4 | $617K | Buy |
6,363
+2
| +0% | +$194 | 0.12% | 191 |
|
|
2020
Q3 | $514K | Hold |
6,361
| – | – | 0.12% | 179 |
|
|
2020
Q2 | $487K | Hold |
6,361
| – | – | 0.16% | 144 |
|
|
2020
Q1 | $436K | Sell |
6,361
-11,706
| -65% | -$802K | 0.15% | 156 |
|
|
2019
Q4 | $1.7M | Buy |
18,067
+319
| +2% | +$30.1K | 0.5% | 51 |
|
|
2019
Q3 | $1.59M | Sell |
17,748
-13
| -0.1% | -$1.17K | 0.56% | 45 |
|
|
2019
Q2 | $1.61M | Buy |
17,761
+11,693
| +193% | +$1.06M | 0.62% | 41 |
|
|
2019
Q1 | $527K | Buy |
6,068
+70
| +1% | +$6.08K | 0.21% | 119 |
|
|
2018
Q4 | $458K | Sell |
5,998
-18,748
| -76% | -$1.43M | 0.22% | 116 |
|
|
2018
Q3 | $2.23M | Sell |
24,746
-4,740
| -16% | -$428K | 0.63% | 30 |
|
|
2018
Q2 | $2.61M | Buy |
29,486
+797
| +3% | +$70.5K | 0.81% | 17 |
|
|
2018
Q1 | $2.48M | Sell |
28,689
-4,209
| -13% | -$364K | 0.86% | 13 |
|
|
2017
Q4 | $2.93M | Sell |
32,898
-1,039
| -3% | -$92.6K | 1.05% | 9 |
|
|
2017
Q3 | $2.88M | Sell |
33,937
-5,226
| -13% | -$444K | 1.14% | 11 |
|
|
2017
Q2 | $3.29M | Sell |
39,163
-3,892
| -9% | -$327K | 1.41% | 7 |
|
|
2017
Q1 | $3.57M | Buy |
43,055
+5,308
| +14% | +$440K | 1.61% | 9 |
|
|
2016
Q4 | $3.04M | Sell |
37,747
-1,972
| -5% | -$159K | 1.42% | 14 |
|
|
2016
Q3 | $3.05M | Sell |
39,719
-70
| -0.2% | -$5.37K | 1.54% | 10 |
|
|
2016
Q2 | $2.96M | Buy |
39,789
+28,004
| +238% | +$2.08M | 1.52% | 10 |
|
|
2016
Q1 | $836K | Buy |
11,785
+587
| +5% | +$41.6K | 0.47% | 61 |
|
|
2015
Q4 | $769K | Buy |
+11,198
| New | +$769K | 0.39% | 64 |
|