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Cary Street Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Cary Street 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
2025
Q2 		$824K Buy
6,236
+97
+2% +$12.8K 0.02% 444
2025
Q1 		$773K Hold
6,139
– – 0.02% 443
2024
Q4 		$794K Buy
+6,139
New +$794K 0.03% 424