Aveo Capital Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Aveo Capital Partners’s Portfolio IWS Stock Details IWS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$662K	Sell
2024 Q3	$766K	Buy
2024 Q2	$584K	Buy
2024 Q1	$565K	Buy
2023 Q4	$337K	Buy
2023 Q3	$268K	Buy
2023 Q2	$211K	Buy
2017 Q1	–	Sell
2016 Q4	$1.47M	Buy