Bare Financial Services’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
Q2 | $104K | Hold |
784
| – | – | 0.03% | 52 |
|
|
2025
Q1 | $98.8K | Hold |
784
| – | – | 0.04% | 50 |
|
|
2024
Q4 | $101K | Hold |
784
| – | – | 0.04% | 47 |
|
|
2024
Q3 | $104K | Hold |
784
| – | – | 0.04% | 50 |
|
|
2024
Q2 | $100K | Sell |
784
-10
| -1% | -$1.28K | 0.05% | 47 |
|
|
2024
Q1 | $94.4K | Buy |
+794
| New | +$94.4K | 0.09% | 42 |
|