Aveo Capital Partners’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
Q1 | – | Sell |
-5,122
| Closed | -$662K | – | 259 |
|
|
2024
Q4 | $662K | Sell |
5,122
-673
| -12% | -$87K | 0.07% | 169 |
|
|
2024
Q3 | $766K | Buy |
5,795
+956
| +20% | +$126K | 0.08% | 155 |
|
|
2024
Q2 | $584K | Buy |
4,839
+158
| +3% | +$19.1K | 0.07% | 172 |
|
|
2024
Q1 | $565K | Buy |
4,681
+1,785
| +62% | +$215K | 0.06% | 201 |
|
|
2023
Q4 | $337K | Buy |
2,896
+331
| +13% | +$38.5K | 0.04% | 253 |
|
|
2023
Q3 | $268K | Buy |
2,565
+648
| +34% | +$67.6K | 0.04% | 280 |
|
|
2023
Q2 | $211K | Buy |
+1,917
| New | +$211K | 0.03% | 322 |
|
|
2017
Q1 | – | Sell |
-18,268
| Closed | -$1.47M | – | 178 |
|
|
2016
Q4 | $1.47M | Buy |
+18,268
| New | +$1.47M | 0.42% | 39 |
|