Capital A Wealth 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
Q1
$27.6K Sell
219
-30
-12% -$3.78K 0.03% 200
2024
Q4
$32.2K Buy
+249
New +$32.2K 0.05% 190