CarsonAllaria Wealth Management’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
$32.6K Hold
2025
Q1
$31.1K Hold
2024
Q4
$31.9K Hold
2024
Q3
$32.7K Hold
2024
Q2
$29.8K Sell
2024
Q1
$200K Buy
2023
Q4
$28.7K Buy