CWM
CarsonAllaria Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.6K | Hold |
247
| – | – | 0.02% | 161 |
|
|
2025
Q1 | $31.1K | Hold |
247
| – | – | 0.02% | 162 |
|
|
2024
Q4 | $31.9K | Hold |
247
| – | – | 0.02% | 162 |
|
|
2024
Q3 | $32.7K | Hold |
247
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $29.8K | Sell |
247
-1,348
| -85% | -$163K | 0.02% | 155 |
|
|
2024
Q1 | $200K | Buy |
1,595
+1,348
| +546% | +$169K | 0.13% | 66 |
|
|
2023
Q4 | $28.7K | Buy |
+247
| New | +$28.7K | 0.02% | 147 |
|