BIG
Builder Investment Group’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 | $340K | Hold |
2,571
| – | – | 0.08% | 79 |
|
|
2025
Q1 | $324K | Hold |
2,571
| – | – | 0.09% | 77 |
|
|
2024
Q4 | $333K | Sell |
2,571
-50
| -2% | -$6.47K | 0.09% | 78 |
|
|
2024
Q3 | $347K | Sell |
2,621
-42
| -2% | -$5.55K | 0.09% | 75 |
|
|
2024
Q2 | $322K | Sell |
2,663
-21
| -0.8% | -$2.54K | 0.09% | 76 |
|
|
2024
Q1 | $336K | Sell |
2,684
-37
| -1% | -$4.64K | 0.1% | 76 |
|
|
2023
Q4 | $316K | Hold |
2,721
| – | – | 0.11% | 80 |
|
|
2023
Q3 | $284K | Hold |
2,721
| – | – | 0.11% | 78 |
|
|
2023
Q2 | $299K | Sell |
2,721
-115
| -4% | -$12.6K | 0.12% | 76 |
|
|
2023
Q1 | $301K | Hold |
2,836
| – | – | 0.13% | 75 |
|
|
2022
Q4 | $299K | Buy |
+2,836
| New | +$299K | 0.14% | 72 |
|