Avior Wealth Management’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 | $880K | Sell |
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|
2025
Q1 | $842K | Buy |
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|
2024
Q4 | $862K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $936K | Buy |
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|
2024
Q1 | $28.3K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $14.3K | Sell |
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|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $13K | Buy |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $16K | Sell |
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|
2021
Q3 | $20K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Buy |
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