Caprock Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Caprock Group’s Portfolio IWS Stock Details IWS Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$324K	Buy
2025 Q1	$266K	Buy
2021 Q3	–	Sell
2021 Q2	$451K	Buy
2021 Q1	$396K	Hold
2020 Q4	$351K	Buy
2020 Q3	$293K	Buy