Colonial Trust 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 | $59.5K | Hold |
450
| – | – | ﹤0.01% | 317 |
|
|
2025
Q1 | $56.7K | Hold |
450
| – | – | 0.01% | 321 |
|
|
2024
Q4 | $58.2K | Hold |
450
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $59.5K | Hold |
450
| – | – | 0.01% | 314 |
|
|
2024
Q2 | $54.3K | Hold |
450
| – | – | 0.01% | 312 |
|
|
2024
Q1 | $56.4K | Hold |
450
| – | – | 0.01% | 310 |
|
|
2023
Q4 | $52.3K | Hold |
450
| – | – | 0.01% | 313 |
|
|
2023
Q3 | $47K | Hold |
450
| – | – | 0.01% | 331 |
|
|
2023
Q2 | $49.4K | Hold |
450
| – | – | 0.01% | 335 |
|
|
2023
Q1 | $47.8K | Hold |
450
| – | – | 0.01% | 338 |
|
|
2022
Q4 | $47.4K | Hold |
450
| – | – | 0.01% | 337 |
|
|
2022
Q3 | $43K | Buy |
+450
| New | +$43K | 0.01% | 236 |
|