Capital Group Private Client Services’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $630K | Sell |
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|
2025
Q1 | $670K | Buy |
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|
2024
Q4 | $687K | Buy |
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|
2024
Q3 | $623K | Sell |
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|
2024
Q2 | $570K | Buy |
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|
2024
Q1 | $591K | Buy |
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|
2023
Q4 | $548K | Sell |
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|
2023
Q3 | $492K | Sell |
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|
2023
Q2 | $525K | Buy |
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|
2023
Q1 | $506K | Buy |
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|
2022
Q4 | $500K | Buy |
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|
2022
Q3 | $454K | Buy |
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