Clearstead Trust’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 | $25.2K | Buy |
+191
| New | +$25.2K | ﹤0.01% | 388 |
|
|
2024
Q3 | – | Sell |
-9
| Closed | -$1.09K | – | 425 |
|
|
2024
Q2 | $1.09K | Hold |
9
| – | – | ﹤0.01% | 421 |
|
|
2024
Q1 | $1.13K | Hold |
9
| – | – | ﹤0.01% | 414 |
|
|
2023
Q4 | $1.05K | Hold |
9
| – | – | ﹤0.01% | 400 |
|
|
2023
Q3 | $939 | Buy |
+9
| New | +$939 | ﹤0.01% | 430 |
|