BWM
BCGM Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $300K | Sell |
2,272
-294
| -11% | -$38.8K | 0.08% | 134 |
|
|
2025
Q1 | $323K | Sell |
2,566
-11
| -0.4% | -$1.39K | 0.1% | 126 |
|
|
2024
Q4 | $333K | Hold |
2,577
| – | – | 0.11% | 120 |
|
|
2024
Q3 | $341K | Sell |
2,577
-75
| -3% | -$9.92K | 0.11% | 120 |
|
|
2024
Q2 | $320K | Buy |
2,652
+1
| +0% | +$121 | 0.11% | 120 |
|
|
2024
Q1 | $332K | Hold |
2,651
| – | – | 0.12% | 112 |
|
|
2023
Q4 | $308K | Buy |
+2,651
| New | +$308K | 0.13% | 105 |
|