Caldwell Sutter Capital’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 | $8.59K | Hold |
65
| – | – | ﹤0.01% | 556 |
|
|
2025
Q1 | $8.19K | Hold |
65
| – | – | ﹤0.01% | 567 |
|
|
2024
Q4 | $8.41K | Hold |
65
| – | – | ﹤0.01% | 570 |
|
|
2024
Q3 | $8.6K | Hold |
65
| – | – | ﹤0.01% | 572 |
|
|
2024
Q2 | $7.85K | Hold |
65
| – | – | ﹤0.01% | 579 |
|
|
2024
Q1 | $8.15K | Hold |
65
| – | – | ﹤0.01% | 566 |
|
|
2023
Q4 | $7.56K | Hold |
65
| – | – | ﹤0.01% | 574 |
|
|
2023
Q3 | $6.78K | Hold |
65
| – | – | ﹤0.01% | 564 |
|
|
2023
Q2 | $7.14K | Hold |
65
| – | – | ﹤0.01% | 565 |
|
|
2023
Q1 | $6.9K | Hold |
65
| – | – | 0.01% | 425 |
|
|
2022
Q4 | $6.85K | Buy |
+65
| New | +$6.85K | 0.01% | 271 |
|