Bearing Point Capital’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
$330K Hold
2,500
0.06% 141
2025
Q1
$315K Hold
2,500
0.07% 137
2024
Q4
$323K Buy
+2,500
New +$323K 0.07% 137