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

Copia Wealth Management’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$39.6K Hold
300
– – 0.03% 182
2025
Q1 		$37.8K Hold
300
– – 0.04% 179
2024
Q4 		$38.8K Buy
+300
New +$38.8K 0.04% 160