Delta Financial Group’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $261K | Buy |
2,039
+4
| +0.2% | +$512 | 0.06% | 210 |
|
|
2024
Q4 | $263K | Buy |
+2,035
| New | +$263K | 0.06% | 209 |
|
|
2024
Q2 | – | Sell |
-2,020
| Closed | -$253K | – | 176 |
|
|
2024
Q1 | $253K | Buy |
2,020
+4
| +0.2% | +$501 | 0.07% | 197 |
|
|
2023
Q4 | $234K | Buy |
2,016
+43
| +2% | +$4.99K | 0.07% | 192 |
|
|
2023
Q3 | $206K | Buy |
+1,973
| New | +$206K | 0.07% | 195 |
|