CTWM
Cherry Tree 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 | $369K | Hold |
2,791
| – | – | 0.09% | 111 |
|
|
2025
Q1 | $352K | Buy |
2,791
+37
| +1% | +$4.66K | 0.08% | 118 |
|
|
2024
Q4 | $356K | Hold |
2,754
| – | – | 0.09% | 118 |
|
|
2024
Q3 | $364K | Hold |
2,754
| – | – | 0.09% | 119 |
|
|
2024
Q2 | $333K | Hold |
2,754
| – | – | 0.08% | 120 |
|
|
2024
Q1 | $345K | Hold |
2,754
| – | – | 0.09% | 116 |
|
|
2023
Q4 | $320K | Hold |
2,754
| – | – | 0.09% | 117 |
|
|
2023
Q3 | $287K | Hold |
2,754
| – | – | 0.08% | 119 |
|
|
2023
Q2 | $303K | Buy |
+2,754
| New | +$303K | 0.09% | 116 |
|