AA
Auxano Advisors’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 | $836K | Sell |
6,323
-326
| -5% | -$43.1K | 0.2% | 68 |
|
|
2025
Q1 | $838K | Hold |
6,649
| – | – | 0.22% | 67 |
|
|
2024
Q4 | $860K | Buy |
6,649
+1
| +0% | +$129 | 0.22% | 66 |
|
|
2024
Q3 | $879K | Buy |
6,648
+326
| +5% | +$43.1K | 0.23% | 68 |
|
|
2024
Q2 | $763K | Buy |
6,322
+200
| +3% | +$24.1K | 0.21% | 73 |
|
|
2024
Q1 | $767K | Hold |
6,122
| – | – | 0.22% | 74 |
|
|
2023
Q4 | $712K | Sell |
6,122
-200
| -3% | -$23.3K | 0.24% | 70 |
|
|
2023
Q3 | $660K | Hold |
6,322
| – | – | 0.27% | 55 |
|
|
2023
Q2 | $671K | Hold |
6,322
| – | – | 0.27% | 53 |
|
|
2023
Q1 | $671K | Hold |
6,322
| – | – | 0.27% | 53 |
|
|
2022
Q4 | $666K | Hold |
6,322
| – | – | 0.3% | 45 |
|
|
2022
Q3 | $607K | Buy |
+6,322
| New | +$607K | 0.28% | 49 |
|
|
2022
Q2 | – | Sell |
-1,694
| Closed | -$203K | – | 85 |
|
|
2022
Q1 | $203K | Buy |
+1,694
| New | +$203K | 0.09% | 80 |
|