DW30
Drucker Wealth 3.0’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 | $463K | Sell |
3,437
-75
| -2% | -$10.1K | 0.09% | 156 |
|
2025
Q1 | $442K | Sell |
3,512
-9
| -0.3% | -$1.13K | 0.1% | 123 |
|
2024
Q4 | $455K | Sell |
3,521
-67
| -2% | -$8.67K | 0.11% | 114 |
|
2024
Q3 | $475K | Sell |
3,588
-26
| -0.7% | -$3.44K | 0.11% | 114 |
|
2024
Q2 | $436K | Buy |
+3,614
| New | +$436K | 0.12% | 118 |
|