Center for Financial Planning’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 | $15.3K | Sell |
116
-17
| -13% | -$2.25K | ﹤0.01% | 423 |
|
|
2025
Q1 | $16.8K | Buy |
133
+17
| +15% | +$2.14K | ﹤0.01% | 414 |
|
|
2024
Q4 | $15K | Hold |
116
| – | – | ﹤0.01% | 376 |
|
|
2024
Q3 | $15.3K | Hold |
116
| – | – | ﹤0.01% | 358 |
|
|
2024
Q2 | $14K | Sell |
116
-64
| -36% | -$7.73K | ﹤0.01% | 353 |
|
|
2024
Q1 | $22.6K | Buy |
180
+64
| +55% | +$8.02K | ﹤0.01% | 315 |
|
|
2023
Q4 | $13.5K | Hold |
116
| – | – | ﹤0.01% | 333 |
|
|
2023
Q3 | $12.1K | Hold |
116
| – | – | ﹤0.01% | 340 |
|
|
2023
Q2 | $12.7K | Hold |
116
| – | – | ﹤0.01% | 358 |
|
|
2023
Q1 | $12.3K | Hold |
116
| – | – | ﹤0.01% | 337 |
|
|
2022
Q4 | $12.2K | Hold |
116
| – | – | ﹤0.01% | 338 |
|
|
2022
Q3 | $11K | Hold |
116
| – | – | ﹤0.01% | 349 |
|
|
2022
Q2 | $12K | Hold |
116
| – | – | ﹤0.01% | 340 |
|
|
2022
Q1 | $14K | Hold |
116
| – | – | ﹤0.01% | 342 |
|
|
2021
Q4 | $14K | Hold |
116
| – | – | ﹤0.01% | 347 |
|
|
2021
Q3 | $13K | Hold |
116
| – | – | ﹤0.01% | 338 |
|
|
2021
Q2 | $13K | Hold |
116
| – | – | ﹤0.01% | 342 |
|
|
2021
Q1 | $13K | Buy |
+116
| New | +$13K | ﹤0.01% | 351 |
|
|
2020
Q4 | – | Sell |
-51
| Closed | -$4K | – | 476 |
|
|
2020
Q3 | $4K | Hold |
51
| – | – | ﹤0.01% | 373 |
|
|
2020
Q2 | $4K | Sell |
51
-314
| -86% | -$24.6K | ﹤0.01% | 381 |
|
|
2020
Q1 | $23K | Buy |
365
+90
| +33% | +$5.67K | 0.01% | 238 |
|
|
2019
Q4 | $26K | Buy |
+275
| New | +$26K | 0.01% | 239 |
|