Darwin Wealth 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 | – | Sell |
-335
| Closed | -$43.3K | – | 651 |
|
|
2025
Q1 | $43.3K | Hold |
335
| – | – | 0.01% | 234 |
|
|
2024
Q4 | $43.3K | Hold |
335
| – | – | 0.01% | 234 |
|
|
2024
Q3 | $44.3K | Buy |
+335
| New | +$44.3K | 0.01% | 245 |
|
|
2020
Q2 | – | Sell |
-287
| Closed | -$18K | – | 452 |
|
|
2020
Q1 | $18K | Buy |
+287
| New | +$18K | 0.01% | 378 |
|