Cape Investment Advisory’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cape Investment Advisory’s Portfolio IWS Stock Details IWS Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$277K	Sell
2025 Q1	$277K	Buy
2024 Q4	$283K	Buy
2024 Q3	$284K	Buy
2024 Q2	$259K	Buy
2024 Q1	$262K	Buy
2023 Q4	$236K	Sell
2023 Q3	$295K	Sell
2023 Q2	$333K	Sell
2023 Q1	$334K	Buy