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Bellwether Advisors’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 | $1.19K | Sell |
9
-127,885
| -100% | -$16.9M | ﹤0.01% | 523 |
|
|
2025
Q1 | $16.1M | Buy |
+127,894
| New | +$16.1M | 3.37% | 5 |
|
|
2024
Q3 | – | Sell |
-44,176
| Closed | -$5.33M | – | 134 |
|
|
2024
Q2 | $5.33M | Buy |
+44,176
| New | +$5.33M | 1.12% | 22 |
|
|
2023
Q4 | – | Sell |
-13,750
| Closed | -$1.43M | – | 126 |
|
|
2023
Q3 | $1.43M | Buy |
+13,750
| New | +$1.43M | 0.39% | 58 |
|
|
2023
Q2 | – | Sell |
-97,843
| Closed | -$10.4M | – | 279 |
|
|
2023
Q1 | $10.4M | Buy |
+97,843
| New | +$10.4M | 2.85% | 5 |
|