Broadview Financial Management’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 | $1.41M | Sell |
10,707
-23
| -0.2% | -$3.04K | 0.96% | 22 |
|
|
2025
Q1 | $1.35M | Sell |
10,730
-145
| -1% | -$18.3K | 1.01% | 21 |
|
|
2024
Q4 | $1.41M | Sell |
10,875
-3,016
| -22% | -$390K | 1.01% | 22 |
|
|
2024
Q3 | $1.84M | Buy |
13,891
+899
| +7% | +$119K | 1.24% | 21 |
|
|
2024
Q2 | $1.57M | Buy |
12,992
+398
| +3% | +$48.1K | 1.14% | 22 |
|
|
2024
Q1 | $1.58M | Buy |
12,594
+615
| +5% | +$77.1K | 1.15% | 22 |
|
|
2023
Q4 | $1.39M | Buy |
11,979
+571
| +5% | +$66.4K | 1.07% | 22 |
|
|
2023
Q3 | $1.19M | Sell |
11,408
-80
| -0.7% | -$8.35K | 1.1% | 20 |
|
|
2023
Q2 | $1.26M | Sell |
11,488
-98
| -0.8% | -$10.8K | 1.08% | 21 |
|
|
2023
Q1 | $1.23M | Sell |
11,586
-58
| -0.5% | -$6.16K | 1.07% | 21 |
|
|
2022
Q4 | $1.23M | Buy |
11,644
+62
| +0.5% | +$6.53K | 1.1% | 22 |
|
|
2022
Q3 | $1.11M | Sell |
11,582
-22
| -0.2% | -$2.11K | 1.11% | 22 |
|
|
2022
Q2 | $1.18M | Sell |
11,604
-40
| -0.3% | -$4.06K | 1.1% | 22 |
|
|
2022
Q1 | $1.39M | Sell |
11,644
-41
| -0.4% | -$4.91K | 1.03% | 22 |
|
|
2021
Q4 | $1.43M | Buy |
11,685
+39
| +0.3% | +$4.77K | 1.02% | 22 |
|
|
2021
Q3 | $1.32M | Sell |
11,646
-210
| -2% | -$23.8K | 1.02% | 21 |
|
|
2021
Q2 | $1.36M | Sell |
11,856
-507
| -4% | -$58.3K | 1.03% | 21 |
|
|
2021
Q1 | $1.35M | Sell |
12,363
-310
| -2% | -$33.9K | 1.05% | 22 |
|
|
2020
Q4 | $1.23M | Buy |
12,673
+108
| +0.9% | +$10.5K | 0.94% | 26 |
|
|
2020
Q3 | $1.02M | Sell |
12,565
-1,279
| -9% | -$103K | 0.86% | 26 |
|
|
2020
Q2 | $1.06M | Buy |
+13,844
| New | +$1.06M | 0.85% | 29 |
|