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Custom Index Systems’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Custom Index Systems’s Portfolio IWS Stock Details IWS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-25,162
Closed -$3.04M – 264
2024
Q2 		$3.04M Sell
25,162
-395
-2% -$47.7K 1.74% 8
2024
Q1 		$3.2M Sell
25,557
-17,522
-41% -$2.2M 1.82% 5
2023
Q4 		$5.01M Buy
+43,079
New +$5.01M 3.09% 3