Auxano Advisors’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 | $836K | Sell |
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|
2025
Q1 | $838K | Hold |
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|
2024
Q4 | $860K | Buy |
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|
2024
Q3 | $879K | Buy |
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|
2024
Q2 | $763K | Buy |
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|
2024
Q1 | $767K | Hold |
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|
2023
Q4 | $712K | Sell |
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|
2023
Q3 | $660K | Hold |
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|
2023
Q2 | $671K | Hold |
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|
2023
Q1 | $671K | Hold |
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|
2022
Q4 | $666K | Hold |
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|
2022
Q3 | $607K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $203K | Buy |
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