BFSG LLC’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 | $5.29K | Sell |
40
-40
| -50% | -$5.29K | ﹤0.01% | 557 |
|
|
2025
Q1 | $10.1K | Buy |
80
+5
| +7% | +$630 | ﹤0.01% | 501 |
|
|
2024
Q4 | $9.7K | Sell |
75
-5
| -6% | -$647 | ﹤0.01% | 506 |
|
|
2024
Q3 | $10.6K | Sell |
80
-4
| -5% | -$529 | ﹤0.01% | 493 |
|
|
2024
Q2 | $10.1K | Hold |
84
| – | – | ﹤0.01% | 478 |
|
|
2024
Q1 | $10.5K | Hold |
84
| – | – | ﹤0.01% | 489 |
|
|
2023
Q4 | $9.77K | Buy |
+84
| New | +$9.77K | ﹤0.01% | 456 |
|