Continuum Advisory’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
Sell
2025
Q1
$364K Buy
2024
Q4
$369K Buy
2024
Q3
$356K Buy
2024
Q2
$308K Buy
2024
Q1
$311K Sell
2023
Q4
$341K Buy
2023
Q3
$254K Hold
2023
Q2
$267K Buy
2023
Q1
$229K Buy
2022
Q3
Sell
2022
Q2
$259K Sell
2022
Q1
$305K Buy