Congress Wealth Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.92M	Buy	14,562 +3,982	+38%	+$499K	0.02%	564
2025 Q1	$1.34M	Buy	10,580 +4,380	+71%	+$570K	0.02%	563
2024 Q4	$802K	Buy	6,200 +800	+15%	+$107K	0.01%	554
2024 Q3	$714K	Sell	5,400 -2,340	-30%	-$296K	0.01%	577
2024 Q2	$935K	Buy	7,740 +5,906	+322%	+$718K	0.01%	438
2024 Q1	$230K	Sell	1,834 -237	-11%	-$27.9K	﹤0.01%	551
2023 Q4	$241K	Buy	2,071 +36	+2%	+$3.83K	﹤0.01%	566
2023 Q3	$212K	Sell	2,035 -23	-1%	-$2.53K	﹤0.01%	574
2023 Q2	$226K	Hold	2,058	–	–	0.01%	522
2023 Q1	$219K	Hold	2,058	–	–	0.01%	526
2022 Q4	$217K	Sell	2,058 -41	-2%	-$4.3K	0.01%	527
2022 Q3	$201K	Hold	2,099	–	–	0.01%	529
2022 Q2	$213K	Buy	2,099 +33	+2%	+$3.69K	0.01%	527
2022 Q1	$247K	Buy	2,066 +190	+10%	+$22.4K	0.01%	546
2021 Q4	$229K	Buy	+1,876	New	+$224K	﹤0.01%	574