Creekmur Asset Management’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $52.3K | Hold |
396
| – | – | 0.01% | 337 |
|
2025
Q1 | $49.9K | Sell |
396
-3
| -0.8% | -$378 | 0.01% | 313 |
|
2024
Q4 | $51.6K | Hold |
399
| – | – | 0.01% | 229 |
|
2024
Q3 | $52.7K | Sell |
399
-207
| -34% | -$27.4K | 0.01% | 225 |
|
2024
Q2 | $73.2K | Buy |
606
+111
| +22% | +$13.4K | 0.02% | 203 |
|
2024
Q1 | $62.1K | Sell |
495
-201
| -29% | -$25.2K | 0.02% | 223 |
|
2023
Q4 | $80.9K | Buy |
+696
| New | +$80.9K | 0.03% | 233 |
|