Choate Investment Advisors’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	$39K	Sell	295 -3,424	-92%	-$452K	﹤0.01%	445
2025 Q1	$468K	Hold	3,719	–	–	0.01%	264
2024 Q4	$481K	Buy	+3,719	New	+$481K	0.01%	273
2023 Q4	–	Sell	-641	Closed	-$66.9K	–	414
2023 Q3	$66.9K	Buy	+641	New	+$66.9K	﹤0.01%	388