Cascade Financial Partners’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
2,797
-9
| -0.3% | -$1.19K | 0.04% | 184 |
|
|
2025
Q1 | $353K | Sell |
2,806
-360
| -11% | -$45.3K | 0.04% | 186 |
|
|
2024
Q4 | $410K | Buy |
3,166
+583
| +23% | +$75.4K | 0.05% | 156 |
|
|
2024
Q3 | $341K | Buy |
2,583
+231
| +10% | +$30.5K | 0.04% | 175 |
|
|
2024
Q2 | $284K | Buy |
2,352
+367
| +18% | +$44.3K | 0.04% | 182 |
|
|
2024
Q1 | $238K | Buy |
+1,985
| New | +$238K | 0.03% | 202 |
|