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Blake Schutter Theil Wealth Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$598K Hold
4,529
– – 0.68% 46
2025
Q1 		$571K Hold
4,529
– – 0.65% 48
2024
Q4 		$586K Hold
4,529
– – 0.62% 42
2024
Q3 		$599K Buy
+4,529
New +$599K 0.43% 66