Carolinas Wealth Consulting’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 | – | Sell |
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|
2025
Q1 | $246K | Buy |
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|
2024
Q4 | $170K | Hold |
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|
2024
Q3 | $174K | Hold |
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|
2024
Q2 | $159K | Hold |
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|
2024
Q1 | $165K | Buy |
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|
2023
Q4 | $5.35K | Sell |
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|
2023
Q3 | $104K | Buy |
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|
2023
Q2 | $114K | Buy |
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|
2023
Q1 | $4.88K | Hold |
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|
2022
Q4 | $4.85K | Hold |
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|
2022
Q3 | $4K | Hold |
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|
2022
Q2 | $5K | Hold |
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|
2022
Q1 | $6K | Hold |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $4K | Buy |
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