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Carmel Capital Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Carmel Capital Partners’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-1,065
Closed -$111K – 425
2023
Q3 		$111K Hold
1,065
– – 0.05% 183
2023
Q2 		$117K Hold
1,065
– – 0.06% 156
2023
Q1 		$113K Buy
+1,065
New +$113K 0.07% 175